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,...
743 Views
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...
462 Views
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...
440 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...
324 Views
How to Invest A Shares-Domestic Investor’s Principles You Should Know
It has been 3 months since MSCI officially includes A-shares into its emerging market benchmark, overseas investors may start recognising that...
1.3k Views