China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
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The NPC Report:Stimulus Restraint, Policy Benefiting the Property Services Industry
The policy expression of real estate industry in this year's NPC (the National People’s Congress )work report is generally neutral, showing the...
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China Real Estate :State Council Strength Urban Renovation as the New Stimulus Option
China has planned to renovate over 39,000 old urban residential communities nationwide this year, which was estimated to benefit about 7 million...
485 Views
Property Management Services Industry - Landscape, Peer Comparison, and Valuation
There are a handful of property management services companies that were listed in Hong Kong in the past one year. With the strong outperformance of...
590 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.
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