China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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Haier Smart Home (6690 HK): Stays Smart
Haier Smart Home is less exposed to real estate market than expected. Digitalisation and efficiency improvements are driving margin; and...
579 Views
Midea A/H Listing - Early Look - Probably Raising Acquisition Currency
Midea officially filed for an H-share listing yesterday. As per media reports the company is looking to raise up to US$3bn in Hong Kong.
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Gree Electric Appliances(000651 CH) :Value Zone, High Dividend Yield — But Not Without Risks
Insight on why Gree Electric Appliances has underperformed peers, stock price offers good margin of safety, key risks and investor strategy...
351 Views
Primer: Gree Electric Appliances (000651 CH) - Sep 2025
Gree Electric is a dominant leader in the Chinese air conditioner market, boasting a strong brand, extensive distribution, and significant scale...
264 Views