Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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HSCEI June 2026 Index Rebalance: Post-Implementation Review
HSCEI June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare with...
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Transsion (传音控股) A+H Pre-IPO: Early Thoughts
Transsion is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thought on valuation.
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HSCEI Index Earning Revision (Jun): HAIER SMARTHOME, BOC, AKESO, Kuaishou, XPENG, ZIJIN MINING
We analyzed HSCEI's consensus for Jun 2026 and highlighted changes of EPS in HAIER SMARTHOME, BOC, AKESO, Kuaishou, XPENG, ZIJIN MINING, MEITUAN,...
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