China A-Share Deep Dive:Â Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material
We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...
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Northbound Flows: Longi Green, Yili, BYD, Moutai
We highlight weekly northbound Shanghai/Shenzhen connect inflows into Longi Green, Yili, BYD, Moutai, and outflows from Tongwei, Sanhua, TBEA, TCL...
407 Views
Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High
Northbound Shanghai/Shenzhen connect recorded outflows of USD 114m last week. We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's...
285 Views
China Dairy Sector: Long Inner Mongolia Yili and Short China Mengniu Dairy
In this insight, we discuss a pair trade involving going long on Inner Mongolia Yili Industrial Group (A) (600887 CH)("Yili") and going short on...
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