Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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CSI 300 Index Earning Revision (May): Xinjiang Daqo, TONGWEI, SERES, CHINA VANKE, Wuliangye, CSSC
We analyzed CSI 300's consensus for May 2026 and highlighted changes of EPS in Xinjiang Daqo, TONGWEI, SERES, CHINA VANKE, Wuliangye, YONYOU...
148 Views
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
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5.3k Views
Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
411 Views