Shanghai/Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
341 Views
Shanghai/Shenzhen Connect Ideas: YTD High Inflows of $4b (2019-09-06)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
386 Views
China Life (2628 HK): Fairly Valued; Looking For A Better Entry Point
China Life Insurance Co H (2628 HK) , the largest Life insurer in China, is one of the most geared to the Chinese equity markets and the most...
391 Views
HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
549 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
476 Views