Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
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Smartkarma Originals
China Consumer Discretionary: Darkness Before Dawn
The Covid-induced lockdowns have brought headwinds to China consumer discretionary names in 2Q22, but we are seeing a gradual recovery with...
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Last Week in Event SPACE: Frasers Hospitality, Toyo Construction, Link Admin, Kito Corporation
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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Visit to a Clarks Store in London, A New CEO, & The Surprising Popularity of Clarks' Wallabees
I visited a Clarks store in Putney, London today. I provide details of this store visit. Clarks is well poised to stage a major turnaround in...
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Hong Kong Connect Flows: CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao
We highlight 4 weeks of southbound Hong Kong connect net inflows, and inflows into CNOOC, Kuaishou, China Mobile, Li Ning, Tsingtao.
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