A-H Premium Weekly (Jun 26th): Midea, Cmoc, Htsc, China Longyuan, Times Electric, Innocare
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Midea, Cmoc, Htsc, China Longyuan, Times Electric, Innocare.
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China Auto: Sales Recovery on Track
Positive price momentum for China auto sector. Local leaders' car sales in September increased strongly, indicating sector demand recvoery remains...
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Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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China Auto: Recovery Interruption from Extreme Weather and Second Covid-19 Wave
China's auto sales number might be weaker than market expected, due to short term interruptions from extreme weather and second wave of Covid-19....
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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