BYD Company: Moves to Top Auto Holding in EM
After years of being an avoided stock, GEM active managers are ramping up allocations to BYD. Recent fund rotation has pushed exposure to its...
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CX Daily: China’s Tobacco Monopoly Is Swept Up in Corruption Probes
Cover Story: China’s tobacco monopoly is swept up in corruption probes. Eastern province eases upper age limit for construction workers amid labor...
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JD Industrials Pre-IPO - Initial Thoughts on Valuation
JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about our initial thoughts on valuations.
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Northbound Flows (May 25th): CATL, Luxshare Precision, Longi Green, CMB, Wuliangye, East Money
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Luxshare Precision, Longi Green, China...
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Hong Kong Connect Flows (May 25th): Tencent, China Mobile, Li Ning, China Construction Bank
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent, China Mobile, Li Ning, China Construction Bank。
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