Northbound Flows (Sep 30th): Moutai, Wuliangye, Qinghai Salt Lake
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, Wuliangye, Qinghai Salt Lake, Longi Green,...
260 Views
Northbound Flows (Sep 16th): Ping An Insurance, Shaanxi Coal, CMB and CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Ping An Insurance, Shaanxi Coal, CMB, CATL.
287 Views
CTG Duty-Free H-Share Listing: Thoughts on First Day Trading
CTG has priced its HK IPO at HK$158 per share and we think shares are overvalued. We expect the shares to open weak given the not so great investor...
322 Views
China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in This Planet?
Baijiu, the most popular liquor in China, is perhaps one of the most addictive and profitable alcoholic beverages in this planet. We discuss a pair...
420 Views
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...
261 Views