EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
315 Views
China A-Share Strategy: New Loan Top Record-High $1 Trillion in 1Q as Business Gradually Reopened
Chinese Central banks pumped record-high US$1 trillion into the economy in the first quarter this year, in an effort to stem the bleeding from the...
361 Views
China A-Share Strategy: New Equity Financing Rule, A Catalyst for Market Upside (SHSZ300 Index)
Investors might have overlooked the potential of new equity financing rule announced in mid-February. Our past experience shows the latest revision...
325 Views
#11Business Buzz: India's Stock Market Plunge, Intel Vs. Nvidia, and China's Fundraising Frenzy
India's stock market falls as Modi's lead narrows, Intel challenges Nvidia with new AI products, Chinese companies raise funds amidst market...
355 Views
China’s Nominal GDP Growth in 3Q19: Slower But Fine
China's real GDP growth rate, at 6% YoY in 3Q19, seemed to come as a surprise to many (most of whom are used to forecasting the government’s...
360 Views