Global Emerging Markets Weekly: 26 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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China Auto: Solid Start Despite Interruptions, Better Sales Ahead
Despite supply chain interruptions due to temporary auto chip shortage, regional Covid-19 lockdown and CNY holidays; China's auto sales in 2M2021...
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A-H Premium Weekly (Jul 3rd): China Longyuan, Psbc, Cicc, Yangtze Optical Fibre And-H, Midea
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, Psbc, Cicc, Yangtze Optical Fibre And-H,...
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China Auto: Short-Term Interruptions from Auto Chips Shortage
Impact of wafer shortage extended to auto chips recently, and forced several factories of VW JVs in China to suspend production early December...
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Asia’s Hydrogen Economy
China's increasing favour towards hydrogen is starting to generate investor interest in potential hydrogen economy and FCV plays. We examine...
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