TMI Thematics: CNY Momentum Peaking? / Blue Wave Drives US Inflation Expectations, Not Earnings
Our indicators see signs of peaking in CNY momentum, and attribute the recent spike in US breakevens to increased conviction on a Biden victory...
235 Views
STAR Board: STAR50 Index - The December Rebalance Is Going to Be BIG
The STAR50 index has seen a lot of interest following its launch in July with over CNY 20bn raised by 4 ETFs. We look at the index methodology, the...
573 Views
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...
345 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...
426 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...
459 Views