China A-Shares: The 3rd Wave
This report looks at A-Share positioning among GEM, Asia-Ex Japan and Global funds. It serves to highlight the continued growth in both the size...
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Shanghai/Shenzhen Connect - Inflow Turned Cautious in March but MSCI Adjustment Ahead
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
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The Market's Souring on A2 Milk Offers a Sweet Deal for Investors
Looking past the near-term risks to reap the high growth opportunities of the Chinese infant formula market.Concerns over increasing infant formula...
445 Views
Yogurt Category Performance in China
Yogurt category is one of the fastest-growing sectors both online and offline. Top 3 companies' online market share slightly declined yet offline...
496 Views
Alibaba (BABA): Jack Ma’s Retirement Plan - Wants to or Has To?
Jack Ma plans to resign as the chairman of Alibaba Group after one year from now. We believe Jack Ma has to do so due to the poor relationship...
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