A Look on Some Victims of Rmb Appreciation in FY20: How Will They Fare in FY21 if Rmb Stays Weak?
We expect Sinotrans, CCCC and CSET to be the beneficiaries of weaker Rmb against USD in this year. However, due to its ownership in Shenzhen...
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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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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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China Infrastructure: Record Special Purpose Bonds Issuance to Drive Construction Sectors in 2H20
China's issuance of special purpose bonds (SPB) reached a record of Rmb2.4trn in 1H20, an overwhelming 73% YoY growth. At least 59% of the proceeds...
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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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