Primer: Gushengtang (2273 HK) - Aug 2026
Gushengtang is a rapidly growing Traditional Chinese Medicine (TCM) provider, capitalizing on favorable demographic trends and government...
99 Views
HK Connect Flows Weekly (Aug 21st): Tencent, Smic, Hua Hong Semi, Meituan, Lenovo, Knowledge Atlas
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Smic, Hua Hong Semi, Meituan, Lenovo, Knowledge...
107 Views
China Traditional Chinese Medicine (TCM) Industry - TCM Is Becoming Indispensable in the Portfolio
The current policy environment in China indicates that TCM is core asset of pharmaceuticals, not innovative drug R&D. It''s time to take TCM...
513 Views
China's 2023 Government Work Report in 14th NPC - The Highlights and the Outlook
We analyzed our interpretation on China's 2023 Government Work Report in 14th NPC, including GDP growth, CPI, fiscal/monetary policy, valuation...
570 Views
HSCI / HK Connect Sep 2026 Inclusion Forecast and Positioning
We expect 36 southbound Connect ADDs, 31 new and 5 returning, and 25 DELETEs from the current Connect list at the HSCI September review, effective...
162 Views