Business Transformation Is the Theme in 2022 and Some Interesting Companies to Watch
Business transformation will stay as an important theme for 2022 and we highlight Yankuang Energy, Anhui Conch Cement, China Energy Engineering and...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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China Materials: Exposure on the Rise
China Materials allocations are on the rise. Current holding weights represent an 8-year high and the percentage of funds invested is at the top...
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China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
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Smartkarma Originals
China Environment Sector Deep Dive: Solid Waste Treatment
We are positive towards the outlook of China's solid waste treatment industry and believe the current share price level is a very good entry point,...
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