China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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Northbound Flows (Dec 22nd): CATL, Chongqing Changan Automobile, CMB, Zhongji Innolight
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Chongqing Changan Automobile, CMB, Zhongji...
656 Views
Mainland Connect NORTHBOUND Flows (To 15 Dec 23): Mindray Consistently Bought, Midea Sold
NORTHBOUND Mainland Connect saw significant net outflows. It would have been a lot smaller but Friday mid-day saw a HUGE net buy day become a net...
471 Views
2024 High Conviction - ZJLD - Buoyed by a Premiumisation Shift
In Apr 2023, ZJLD Group (6979 HK) raised around US$676m in its HK IPO. While it initially had a turbulent listing, the shares are now trading above...
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Mainland Connect NORTHBOUND Flows (To 17 Nov 23): Net Sales Again, Dominated by Financials
Mainland Connect (NORTHBOUND) flows were negative again. Nearly RMB 5bn and net sells across both exchanges four days out of five. Financials were...
424 Views