Primer: Huaxia Bank Co Ltd A (600015 CH) - Sep 2025
Attractive Valuation and High Dividend Yield: The bank trades at a significant discount to its book value (P/B of 0.42) and a low...
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Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding
Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding on $ACWI ($123-123.50), $EEM ($46)
551 Views
CX Daily: The Opportunities and Roadblocks Facing China’s AI Models
AI / In Depth: The opportunities and roadblocks facing China’s AI models Since Beijing lifted the floodgates for Chinese firms to launch their...
354 Views
Northbound Flows (1Q2026): CATL, CATL, ZHONGJI INNOLIGHT, ZHONGJI INNOLIGHT
We analyzed Northbound connect data for 1Q2026 and highlight flows for CATL, ZHONGJI INNOLIGHT, SUZHOU TFC OPTICAL COMMUNICATION.
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MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
494 Views