ChiNext/​​​ChiNext50 Index Rebalance Preview: Time for a Turnaround
There could be 9 changes for the Chinext and 5 changes for the Chinext50 index in Dec. The adds have drifted lower vs the deletes and there could...
775 Views
A-Share Margin Trading Weekly (May 8th): PING AN INSURANCE, Wuliangye, Kingsoft Office Software
We analyzed A-share margin trading positions report for the past week and highlighted PING AN INSURANCE, Wuliangye, Kingsoft Office Software, AECC...
184 Views
Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
511 Views
Hated Names in China and It Is Difficult to Be Hated in China....
We do understand the cultural need for upward bias in Analyst Recommendations, but 191 out of 395Â companies in China only have BUY recommendations....
814 Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
5.9k Views