Shanghai/Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
631 Views
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
600 Views
Asia Solar: A Pair Trade Between JinkoSolar and JA Solar
Our trading thesis is to go long JinkoSolar Holding (JKS US) and go short JA Solar Technology (002459 CH) in the next 3-6 months.
507 Views
Northbound Flows (Sep 8th): BYD, Longi Green
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for BYD, Longi Green, ZTE, Zhongji Innolight.
409 Views