Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
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...
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China; Passive Inflows, National Service and Wealth Destruction.
There is an inherent contradiction between Beijing’s drive to consolidate state control over the corporate sector and internal capital investment,...
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Quants Blow Up, as Turkey Leads EM FX Rebound…
'Analysis of factor exposures, risk contribution by position, hit ratios and correlations has never been easier and more widely practiced across...
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Moutai's 3Q Results Largely Miss; Trimming Our FVE to CNY670; Shares Are Undervalued
Wide-moat Kweichow Moutai Co Ltd A (600519 CH)'s third-quarter results largely missed our expectations, with revenue and net profit growing only...
436 Views
Cigarettes & Alcohol
With the pressure on Fund Managers to adopt ESG standards across portfolios, it's perhaps no surprise that Tobacco companies are seeing allocations...
319 Views