Anhui Conch, Magang Sink on “Fake News”
A "misreading" of a Chinese environmental policy document may have been behind yesterday's sell-off in Hong Kong-listed steel and cement stocks....
344 Views
Bad News Is Good News for Anhui Conch
Beijing’s environmental crackdown has pushed Chinese cement prices up sharply. Anhui Conch Cement is expecting 80-100% 1H profit...
374 Views
Quiddity Weekly H/​A: Spreads & Southbound Flows [Week to 20 Jul 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
516 Views
Popular Stocks, Attractive Charts
Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...
304 Views
Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Â Early-stage MSCI ACWI uptrend combined with constructive breadth...
266 Views