China A-Shares: The 3rd Wave
This report looks at A-Share positioning among GEM, Asia-Ex Japan and Global funds. It serves to highlight the continued growth in both the size...
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The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
982 Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
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...
451 Views
China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
457 Views
Watch Out for the Growth Prospects of the Chinese Construction Machinery Sector
Global construction equipment unit sales increased approximately 28% YoY in 2017. In 2017, the highest sales unit (about 895k) since 2012 were...
190 Views