China Health Care - Allocation Boom: Wuxi Biologics/Jinyu Bio-Tech/Hangzhou Tigermed Top Picks
With increased focus on the Health Care sector in light of the COVID-19 pandemic, Health Care allocations reached record levels last month. We...
315 Views
Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
456 Views
Discover SZ/SH Connect: Foreigners Were Buying Industries and Financials in December
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
563 Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
856 Views
Falling Fertility Adds to China's Population Woes
By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of...
4.1k Views