Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
742 Views
A-H Premium Weekly (May 22nd): China Longyuan Power, Eastroc, CIMC, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Eastroc, CIMC, Remegen.
91 Views
US-China Trade Tensions at a Stalemate - Don't Expect Beijing to Blink - What to Buy?
China's economic growth is slowing but not enough to prompt Beijing to blink in trade standoff with the US over trade. So far in 2018 Beijing has...
488 Views
Xiaomi and China Banks: Poor China IT Financial Metrics, a Lessor Known Risk to China Banks
China’s banks are well-exposed to China’s Information Technology (IT) companies. We may sometimes forget this, where we tend to focus on industrial...
761 Views
A-H Premium Weekly (May 15th): Datang Power, CIMC, Beone Medicines, Midea, Weichai Power
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Datang Power, CIMC, Beone Medicines, Midea, Weichai Power,...
101 Views