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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HK Short Interest Weekly: Tencent, Kingboard Laminates, Hua Hong Semi, Alibaba, Ntes, Kingboard
We analyzed the latest HK SFC report for aggregate short position as of Jul 3rd and highlight short interest changes in Tencent (700 HK), Kingboard...
126 Views
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...
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China Healthcare Weekly (July.9)
The article analyzed the new policy about R&D of anti-tumor drugs based on clinical value, construction of high-quality medical service system, and...
438 Views
Asian Equities: Model Portfolio - Leaning More Towards Power, Materials, Industrials
Our Model Portfolio underperformed MXASJ since last rebalancing. We add power, industrials & basic material as AI proxies & Chinese exporters with...
164 Views