CX Daily: What’s Next for China’s Covid Vaccine Strategy?
In Depth: What’s next for China’s Covid vaccine strategy? Chinese student enrollment hits seven-year low in the U.S. IMF official says...
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In Depth: Chinese Companies’ Quest for Indonesian Nickel Grows Perilous
Morowali, an Indonesian county with fewer than 200,000 residents, has attracted billions of dollars in investment from Chinese companies.
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China A-Shares: Industrials Revolution
Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors. Today's weight of 18.7% and overweight of...
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Aequitas: Omnivision A/H Lockup Expiry - Smallish Release with Cornerstone Underwater
Omnivision Integrated Circuits (501 HK) (OVIC, 603501 CH), a semiconductor company, raised around US$600m in its H-share listing. The lockup on its...
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Sunwoda (欣旺达) A+H Pre-IPO: Early Thoughts
Sunwoda is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on valuation.
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