Shanghai/Shenzhen Connect - Inflow Turned Cautious in March but MSCI Adjustment Ahead
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
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GDS Holdings (GDS US): Placing a Good Opportunity to Gain Exposure to a High Growth Story
Last Friday, Gds Holdings (Adr) (GDS US), the largest third-party data centre operator in China, announced the placing price of its public offering...
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China Demographics: One Party, One Child, One Huge Unfunded Pension Liability…
Ultimately, investing in China requires you to take a view on whether consumption of durables which are truly discretionary will be displaced by...
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Ping An No Longer the Safe Haven - Call for New Lows in Progress
68.30 long entry was recommended to close at the 77-80 area with 80 acting as the macro bull/bear line in our insight Ping An Long Pair Working -...
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Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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