China & HK Industrials: EM’s Key Overweight Grows Stronger
China Industrials are back in focus. Active EM managers are increasing exposure, participation is at record highs, and conviction is spreading...
622 Views
Technically Speaking: Breakouts and Breakdowns in HONG KONG (July 10)
Share prices of Smoore International, China Communication Services and GDS had Bullish technical signals while Samsonite and Huatai Securities have...
520 Views
June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
498 Views
Screening the Silk Road: (Small-)Mid Cap Free Cash Flow
In April 2018, we published a FCF screen with the sole aim of identifying potential names which could prove to be strong candidates in a Small-Mid...
805 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.5k Views