Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
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China A-Share Strategy: What Are Mutual Funds Buying in 1Q? Tech and Pharma
Chinese fund managers have added more tech and pharma stocks than any other sectors in their portfolios in 1Q this year, according to the fund...
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SH/SZ Connect Flows: Moutai, Shanghai Intl Airport, Wuxi AppTec
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Kingsoft Stub Trade: Record Low Since Office Software Listing
We highlight that the stub value of Kingsoft (3888 HK) reached a record low since the listing of its main subsidiary Beijing Kingsoft (A) (Office...
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Kingdee: Cloud Growth Is Strong and It’s Coming From New Customers
We believe that the market may have overlooked Kingdee International Software (268 HK)’s prospects on the grounds that growth in its cloud business...
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