The Stocks to Own in China – Vol. 40
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: All 10 stocks have changed.
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The Stocks to Own in China – Vol. 39
We highlight 10 stocks in China that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, seven new join...
146 Views
CSI500 Index Rebalance Preview: Potential Adds Continuing to Outperform
We forecast 50 changes a side at the June rebal leading to a one-way turnover of 11.47% & in a one-way trade of CNY 10bn. The potential adds have...
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Shanghai/​​Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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