SH/SZ Connect Flows: CATL, Liquors, East Money, Sany Heavy
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
368 Views
Shanghai/​​​​​​Shenzhen Connect Flows: Foreigners Buying Moutai, Gree, Yanghe
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
522 Views
Jiangsu Yanghe Hurdles and Moutai Support Inflection
Jiangsu Yanghe Brewery A (002304 CH) needs to hold trendline support to gain a foothold and inflect a more positive macro chart backdrop. Micro...
493 Views
Prefer Jiangsu Yanghe Vs Moutai, A Slow Brew Play With Low Expectations Distilled
Jiangsu Yanghe Brewery A (002304 CH)Â , founded in 2002, manufactures and markets baijiu (a distilled Chinese liquor) under the Yanghe, Shuanggou,...
597 Views
Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
590 Views