Alibaba (BABA US): What Is Next After Strong Rally?
We believe that materializing fundamental recovery to support continued re-rating of BABA after sentiment-driven rally. We expect over 20% CAGR...
649 Views
HK Short Interest Weekly: Ping An, Li Ning, Icbc, Jiumaojiu
We analyzed the latest HK SFC report for aggregate short position as of Jan 13th and highlight short interest changes in Ping An, Li Ning, Icbc,...
432 Views
Alibaba Group Holdings: Staying the Course
Fund ownership trends in Alibaba remain positive, with a growing number of managers making the move to overweight whilst index weights and prices...
546 Views
UK's FTSE 100, STOXX Europe 50 Breaking Out; Non-U.S. Outperformance to Continue, Buys in Cyclicals
Recent major breakouts for the FTSE 100, STOXX Europe 50, and Germany's DAX (among others) continue to support our belief that non-U.S. equities...
516 Views
GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
498 Views