Global Equity Strategy: Squarely in the Neutral Camp
At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels,...
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Costco Wholesale (COST): Concerns Behind First-Day Crowd in China
We believe the first-day rush is just a one-time event. We believe Costco can hardly survive the market in China. Almost supermarkets are losing...
414 Views
Shanghai/Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
331 Views
Shanghai/Shenzhen Connect Ideas: Wuliangye Vs Moutai (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
446 Views
Shanghai/Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
480 Views