Prefer Jiangsu Yanghe Vs Moutai, A Slow Brew Play With Low Expectations Distilled
Jiangsu Yanghe Brewery A (002304 CH) , founded in 2002, manufactures and markets baijiu (a distilled Chinese liquor) under the Yanghe, Shuanggou,...
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China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
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Hangzhou Hikvision (002415-CN). More Bad Headlines. GEM Fund Holdings Analysis
Hangzhou Hikvision (002415 CH) was part of an initial wave of stocks that were bought by EM managers during the first phase of investment in...
417 Views
Shanghai/Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Shanghai/Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
430 Views