Smartkarma Originals
China Consumer Discretionary: Short-Term Tough Buying Long-Term Up
The increase in infections will drag on operating performance for China's consumer discretionary names in the near term. However, we should not...
China Dongxiang (3818 HK): Losses Narrowing Down, a Good Sign
Sharply lower losses and resumption of interim dividends should clear concerns on negative equity market and weak sportswear retailing. Share price...
China's Latest COVID Policy: What Are the Plays?
The refined COVID combating measures in China is welcoming and should benefit the consumer discretionary, travel and hospitality and airlines...
Smartkarma Originals