bullish•Thematic (Sector/Industry)•18 Jun 2021 08:45
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
bullish•Thematic (Sector/Industry)•31 May 2021 09:49
Asian Brokers: A Competition Between Value and Growth
The Original looks into the current competitive landscape of the brokerage sectors in China, Japan, and Korea, with a view to developing a list of...
bearish•Hang Seng China Enterprises Index•26 Mar 2021 08:07
HSCEI Dividend Futures: June Index Review, Bank Divs, HFCAA - Sell the 2021/22 Steepener
While the HSCEI 2021 dividend futures are trading near our estimated fair, the HSCEI 2021/22 div steepener is not. We recommend selling the...
bullish•Thematic (Sector/Industry)•18 Jan 2021 13:07
China Banks: Moving On Up
The recovery in the Chinese economy, the changes to fintech rules, the better than expected results, the low valuations and the extreme positioning...
bullish•Anta Sports Products•20 Sep 2020 09:49