China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
500 Views
CX Daily: Canal Fever Grips China Amid Slowing Growth
Canals / In Depth: Canal fever grips China amid slowing growth China is in the grip of canal fever. As the government steps up its long-term...
265 Views
[Blue Lotus Sector Update]: Is There a Good Capacity War from China?
Capacity addition is a long-term problem. But we don’t think overcapacity is an issue now. Capacity investment in upgrading technology is a plus....
576 Views
Northbound Flows (Jun 9th): Midea, China Pacific Insurance, Advanced Micro, Huatai Securities, Dahua
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for Midea, China Pacific Insurance, Advanced Micro, Huatai...
383 Views
Northbound Flows Monthly (May): $1.7bn Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for May and highlight flows for CATL, Kunlun Tech, BJ-SH HSR, CCB, Mindray, Longi, Wuliangye,...
327 Views