EM Equity Strategy:Â Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
723 Views
Desay SV A+H Pre-IPO: Early Thought
Desay SV is seeking to raise at least USD 100m in an A+H listing. In this note, we look at the company's business, its industry context and provide...
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Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
608 Views
Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
364 Views
A-H Premium Weekly (May 8th): Datang Power, Eastroc, Montage Tech, China Life, Midea, Fuyao Glass
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Datang Power, Eastroc, Montage Tech, China Life, Midea,...
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