China Auto: Tailwind Is Coming? Not Yet!
According to CPCA, China's PV retail sales are getting worse. It dropped by 21% yoy in the first three weeks of August. Last week, State Council...
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HK Connect Ideas: Connect Stock Review This Week, Sunny Optical, Gold Miners (2019-08-30)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
692 Views
HSCEI Index Review - Time to Play?
The HSCEI index review is effective 9 September and passive funds and index arb desks will be rebalancing their portfolios at or by the close on 6...
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HK Connect Ideas: Strongest Weekly Inflows, CCB, Tencent, Meituan (2019-08-23)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
525 Views
Takeaways From Exclusive Interview with Local Government Re TSLA Shanghai Factory
We met with the Head of the Investment Group at the Shanghai Lingang Government on Monday to better understand the development and funding status...
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