China COVID Policy: Near-Term Pains for Consumer Discretionary
Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
464 Views
HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
425 Views
HK Connect Flows Weekly (Apr 24th): China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Mobile, CCB, ICBC, CNOOC, Pop Mart Intl, Tencent.
334 Views
China Dongxiang (3818 HK): Better than It Appears
China Dongxiang Group shows promising operating and financial improvements despite unexciting 2H FY25 results. The stock remains highly...
443 Views