China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
657 Views
Hina/IBC's Non-Binding Proposal For VNET
Shandong Hi-Speed Holdings (412 HK) is investing US$299mn (@US$0.497/share) in VNET to take a 42.12% stake on a fully diluted basis, and 35.7% of...
999 Views
Mainland Connect NORTHBOUND Flows (To 3Nov23): First Week of Net Buying in 3mos
Northbound Connect flows were positive for the first time in three months last week. Top stocks saw the same. Watch for more jawboning on short...
442 Views
Northbound Flows (Nov 3rd): Moutai, China Yangtze Power, Maxscend Microelectronics, Mindray
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, China Yangtze Power, Maxscend...
527 Views
China Banks; Deep Value Despite the Rising Credit Quality Risks
​China banks face credit quality hurdles, yet there are opportunities with discounted valuations and strong balance sheets; Industrial Bank, CCB...
806 Views