China A-Share Deep Dive: Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
302 Views
Haier Smart Home (6690 HK): A Trusted Name that Delivers
Healthy profit growth should sustain into 2H22 with upside from better margin as cost pressure subsides sequentially. Premium valuations are...
303 Views
Shanghai/Shenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
201 Views
Northbound Flows Monthly (July): Financials, Industrials and Materials Led Outflows
Northbound investors sold $2.9bn stocks last month. We highlight flows for Shenzhen Mindray, Zhejiang Huayou, Tianqi Lithium, Yunnan Energy New...
226 Views
Onewo Space-Tech Pre-IPO - The Positives - One of the Largest and Still Growing Fast
Onewo Space-Tech aims to raise around US$2bn in its Hong Kong IPO. OST is a property management service provider primarily owned by China Vanke Co...
446 Views