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...
185 Views
Asian Equities: Our Asian Robust Dividend Yield Basket – Revisiting After Sharp Outperformance
Since inception (Feb 23) our Robust Dividend Yielders basket generated 20.3% total return vs MSCI AxJ's 11.34%. Our new Dividend Yield basket...
531 Views
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...
477 Views
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...
520 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.
1.2k Views