2018 Outlook: As Good as It Gets? Part 1 – EM and Commodities
The overweight EM view in place since early 2016 focused on North Asia a year ago; that tech bet paid off as did deep cyclicals and resources as...
357 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
391 Views
MS-China Index Earning Revision (Apr): KUNLUN TECH, ICBC, CCB, TENCENT, JD.COM, BOC, MEITUAN
We analyzed MS-China's consensus for Apr 2026 and highlighted changes of EPS in KUNLUN TECH, ICBC, CCB, TENCENT, JD.COM, BOC, MEITUAN, CHONGQING...
528 Views
A-H Premium Weekly (May 1st): Great Wall Motor, China Oilfield Services, China Life, CATL
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Great Wall Motor, China Oilfield Services, China Life, CATL,...
199 Views
HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
425 Views