Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
561 Views
BYD: Component Carve-Outs More Interesting than Core Business
BYD's earnings recovery is still facing challenges this year. China's NEV sales remain much weaker than ICE models in the past few months. In May...
488 Views
SH/​SZ Connect Flow Weekly: Ping An, Moutai, CATL, China Intl Travel Svc, SAIC, East Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
331 Views
CATL Alone Looks Expensive- So, Why Not A CATL/Tesla Pair Trade?
We have looked at CATL (A) (300750 CH) quite closely for some time, and have been bullish on the company. However, as we previously mentioned, the...
473 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows, Moutai, CATL, Midea
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
371 Views