China Strategy: Revisiting the Rmb Appreciation Story
The Rmb has accelerated its appreciation this year, with a gain of 1.1% against the USD in just under 1.5 months. In 2025, it appreciated 4.3%,...
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China & HK Strategy: Stock Implications for 4Q25
Expect a 56.6% YoY profit growth in 4Q25 for our coverage universe, with top growth stocks being Xinjiang Goldwind, Sany Heavy Equipment, Dongfang...
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China Strategy: 1H25 Roundup and Implications for 2H25
1H25 earnings weaker than expected with 5.9% growth; 2H25 forecasts show further slowdown to 4%. Chinese airlines and trade-related companies...
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Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
A review of recent events/data impacting our investment themes and outlook. We look at the Chinese breakout and laggards in the material sector
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China & HK Strategy: 1H25 Preview - Where Are the Upside and Downside Surprises?
The companies under our coverage are expected to report 16.8% earnings growth for 1H25, with 2Q25 accelerating to 30.8%. Top performers include...
489 Views