China Internet Weekly (17Oct2022): Alibaba, JD, Tencent, 37, S.F., YTO
Two logistics companies expected that their net profits would rise significantly in 3Q22. Alibaba’s Freshippo closed its community group purchase...
211 Views
Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
340 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
264 Views
China Internet Weekly (19Oct20): Tencent Mgt Reduced Shares, HUYA & DOYU Merged in Our Expected Way
News about online games. Mgt reduced shares in Tencent. Funds withdrew from game developers such as 37 Interactive. Huya and Douyu merged in the...
294 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
408 Views