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...
602 Views
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
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...
531 Views
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...
427 Views