A-H Premium Weekly (Jul 10th): Hua Hong Semi, Smic, Yangtze Optical Fibre And-H, Innocare
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Hua Hong Semi, Smic, Yangtze Optical Fibre And-H, Innocare.
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
412 Views
PLI for White Goods: Domestic Companies Left Stranded
AC manufacturers were particularly abuzz when the first thought of PLI came in. However, the recent development of the scheme has left most of the...
396 Views
China E-Commerce: 6.18 Festival Getting Bigger - Good for Alibaba, JD, Vipshop
The latest data from the 6.18 Festival suggests potential revenue upside for online shopping platforms. Find out who is strong by category and why...
441 Views
Northbound Flows (2Q2026): $20bn Inflows
We analyzed Northbound connect data for 2Q2026 and highlight flows for CATL, WEICHAI POWER, SUZHOU TFC OPTICAL COMMUNICATION, Luxshare Precision,...
206 Views