China Property Management Services - Pullback Is a Chance to Accumulate the Leaders
China property management companies (PMCs) have had a dramatic pull back despite asset-light models and strong earnings visibility. We think this...
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Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
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Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
502 Views
China Equity Strategy: Domestic Funds Rush to Deploy Capital in Hong Kong Market
China mainland funds have accelerated their capital deployment in Hong Kong market in the new year. The fund inflow to Hong Kong has exceeded RMB...
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China Real Estate: Property Sales Growth Turns Positive but Investment Slowed,new Home Prices Cool
We are still positive on the outlook for underlying demand for housing amid an uneven economic recovery in which consumer confidence over...
341 Views