Northbound Flows: Big Sell on CATL After May Holiday
We highlight northbound inflows into Gree Electric and Kweichow Moutai, as well as outflows from CATL, after the May national holiday.
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Smartkarma Originals
China Consumer Discretionary: Beneficiaries of The Nationalistic Trend
We identify Anta Sports, Bosideng and Haier Smart Home as the beneficiaries of rising nationalistic trend of China's consumer discretionary sector...
1.5k Views
China A-Shares: Powering to New Highs
China A-Shares allocations have hit new highs among EM investors. We see a clear rotation in to A-Shares, with all measures of ownership moving...
450 Views
2021 Year in Review - Forensic Accounting in Equity Research
As a forensic accountant doing equity research, I strive to publish differentiated insights that augment investment research. I look back at 2021's...
500 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
355 Views