Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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China Dongxiang (3818 HK): What Can We Expect from the Final Result?
We see CNDX to post good FY21 result next Weds, with things to watch include good recovery at sportswear business, solid performance from...
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HSCEI Sep 2021 Index Rebalance Preview: JD Logistics, Li Ning Are Potential Adds
There could be 2 sets of changes to the HSCEI at the September review with JD Logistics and Li Ning being included and Shimao Property and Anhui...
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The Stocks to Own in Asia – Vol. 33
Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.
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HK Short Interest: Mengniu and Sunny Optical Short Increased
In this note, we highlight short increases in China Mengniu Dairy Co (2319 HK) and Sunny Optical (2382 HK) as disclosed in the Hong Kong SFC report...
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