HSCEI Dividend Futures: Stay Short the 2022/23 Steepener
We see the HSCEI 2022 div futures trading in line with our estimates while there could be more downside to the 2022/23 div spread. We'd look to get...
434 Views
Bilibili (BILI): Upgrade to Buy for First Time Before 4Q21 Result
We believe BILI’s stock price has plunged over the past year. We believe the revenue growth will be stable in 4Q21. We believe all business lines...
399 Views
CX Daily: Will Subsidized Housing Stabilize The Real Estate Industry?
In Depth: Will subsidized housing stabilize the real estate industry? Trending in China: Outpouring of affection for Japanese figure skating star
218 Views
GEM Weekly (11 Feb 2022): Indonesia, Malaysia, India Macro; Alibaba, Globalwafers, Ant, Bilibili
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
364 Views
CX Daily: Why China’s Once Red-Hot Solar Sector Is Cooling
Two years ago, President Xi Jinping announced that China aimed to reach peak emissions before 2030 and become “carbon-neutral” within the following...
420 Views