China and US Equity Analyst

Roger Xie

10 year investment experience on public and private equity. Deep-dive fundamental research. Specialize in China and US market.

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Cross Asset Strategy

<p>We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and economic slowdown. The pro-growth policies and reasonable valuation could propel China A-share higher because a prosperous stock market and wealthy community are one of President Xi's tall orders. Thus, we recommend to overweight tech and consumer sector in China A-share. <em>(Individual A-share stocks recommendations will be published in follow-on reports later)</em></p>

We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and economic slowdown. The pro-growth policies and reasonable valuation could propel China A-share higher because a prosperous stock market and wealthy community are one of President Xi's tall orders. Thus, we recommend to overweight tech and consumer sector in China A-share. (Individual A-share stocks recommendations will be published in follow-on reports later)

Shenzhen Stock Exchange Composite Index (SZCOMP INDEX)

China A-Share Strategy: Pro-Growth Policies to Boost Tech-Focused Equity Market (SZCOMP Index)