Junshi Bioscience (君实医药) IPO: Rich Valuation, but Catalyst Ahead
Shanghai Junshi Biosciences, a China-based biotechnology company listed on the NEEQ market (ticker 833330.NEEQ) with a market capitalization of USD...
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Junshi Bioscience (君实医药) IPO: Thoughts on Valuation (Part 2)
Shanghai Junshi Biosciences, a China-based biotechnology company listed on the NEEQ market (ticker 833330.NEEQ) with a market capitalization of USD...
656 Views
EM Health Care: Late Cycle Rotation
Emerging Market Health Care allocations sit towards the lower end of their 7-year range. Current levels are off their 2015 highs by a margin, with...
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Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
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China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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