China Property Service Sector – 2023 a year for market leaders and survivors
We are positive towards PM sector in 2023 as it is the key beneficiary of both housing completion push (GFA gain) and reopening (Community VAS), so...
475 Views
HSI Sep 2026 Index Rebalance Forecast
We reviewed the HSLMI candidates for the upcoming HSI index review and expect three possible ADDs and no DELETE. We also highlight FF changes in CATL.
226 Views
Asia Real Estate: Early Stage Recovery
There are signs that a base has been building in Real Estate allocations, and that sentiment is starting to stabilise among active Asia Ex-Japan...
310 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
324 Views
HSI May 2026 Index Review Forecast
HSI May 2026 forecast: we expect BeOne and Zijin Gold to enter, no delete, with Healthcare and EMIC still the clearest sector gaps.
518 Views