China Construction Sector – Multiple drivers to achieve Valuation with China characteristics
China SOE construction names have outperformed the index YTD on the back of the “Valuation system with China characteristics” (ä¸ç‰ąäĽ°).
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A-Share Margin Trading Weekly (Aug 7th): Yangtze Power, Wuliangye, Mindray, BYD
We analyzed A-share margin trading positions report for the past week and highlighted Yangtze Power, Wuliangye, Mindray, VICTORY GIANT TECHNOLOGY...
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Government Work Report Targets Economic Stability Driven by Fiscal Support
To combat these pressures and achieve this year’s growth target of 5.5%, the government intends to primarily frontload fiscal spending through...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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Which Sectors Should Benefit from the Launch of China REITs?
As most provinces have seen daily new infection cases of Covid-19 falling to zero in mainland China, therefore, will increasingly resume...
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