Shanghai/Shenzhen Connect Flows: Midea, Ping An Bank/Insurance
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
366 Views
Shanghai/Shenzhen Connect Flows: Inflows into Moutai Were Back
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
501 Views
OneConnect Financial IPO - Getting Closer to Fair Value but Not There Yet
OneConnect Financial Technology (OCFT US) (OC) now plans to raise around US$260m in its US listing, nearly half of what it was earlier aiming to...
459 Views
AIA - New CEO to Focus on China As Hong Kong Slows
* New CEO More Like A Hail Mary For China China. It’s unclear as to how Mr. Lee can address the geographic and agents in force dilemma that AIA...
321 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
294 Views