Aequitas: Luxshare Precision A/H Listing - PHIP Updates and Thoughts on A/H Premium
Luxshare Precision (002475 CH) (LP), a precision intelligent manufacturer, aims to raise around US$3bn in its H-share listing. In this note, we...
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Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
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TWSE Foreign Holding Weekly (Jun 18th): Nanya Technology, Powerchip Semiconductor Manufacturing
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Nanya Technology, Powerchip Semiconductor...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Nothing Spreads Like Fear - The Novel Coronavirus (2019-NCoV)
What is the Novel Coronavirus (2019-nCoV)The novel coronavirus (2019-nCoV) emerged in a seafood and poultry market in the Chinese city of Wuhan and...
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