EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
342 Views
China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
419 Views
China Infrastructure REITs: Toll Road Baskets on H-Shares and A-Shares
The National Development and Reform Commission of the China Securities Regulatory Commission (CSRC) released a notice in April on establishing a...
454 Views
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....
311 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...
359 Views