China Beverage: Baijiu - The Most Addictive & Profitable Alcoholic Beverage in This Planet?
Baijiu, the most popular liquor in China, is perhaps one of the most addictive and profitable alcoholic beverages in this planet. We discuss a pair...
485 Views
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
749 Views
Alcoholic Beverage Stocks A Bright Spot In China
We lay out a compelling case to add exposure to two Chinese alcoholic beverage stocks at current levels: Wuliangye Yibin Class A (000858-CN) and...
413 Views
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
348 Views
SH/SZ Connect Flows: Wuxi Apptec, ZTE, Yili
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
329 Views