Primer: Renze Harvest International (1282 HK) - Aug 2026
Renze Harvest is a diversified investment holding company with operations in manufacturing technology, industrial parks, financial services, and...
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Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
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Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
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Screening the Silk Road: Q3 2020 High Risk Names to Avoid
Time to remove the upper market cap limit as risk increases. Our screen from this quarter onwards is for all stocks[1] above a market...
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Hong Kong Connect Flows (November): Alibaba, Xiaomi
We estimate inflows into Hong Kong stocks via Southbound connect scheme amount to USD 17.7 bn in November. Inflows were led by Alibaba, Xiaomi,...
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