Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
400 Views
Hong Kong Connect Flows (May): End of Continuous Monthly Inflows
We estimate outflows to be $0.6bn from mainland investors to HK stocks in May. We highlight flows for SMIC, Alibaba, Tencent, China Mobile,...
125 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
877 Views