Northbound Flows (Mar 24th): Boe, CATL, Moutai, Shenzhen Inovance, Luxshare
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Boe, CATL, Moutai, Shenzhen Inovance, Luxshare.
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Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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SH/SZ Connect Flows: $4 Bln Outflows, CATL, Gree, Moutai
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
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