Primer: Laopu Gold (6181 HK) - Apr 2026
Leading High-End Heritage Gold Brand in China: Laopu Gold has established itself as a premier brand in China's heritage gold jewelry market,...
183 Views
Asian Equities: Investing in China Necessitates a Careful and Calibrated Approach
​Investing in CN equity needs a nuanced approach, focusing on market leaders who can protect margins during "involution" & companies with foreign...
266 Views
HSI Index Earning Revision (Sep): AIA, LI AUTO, PING AN, ICBC, ORIENT OVERSEAS (INTERNATIONAL), BIDU
We analyzed HSI's consensus for Sep 2026 and highlighted changes of EPS in AIA, LI AUTO, PING AN, ICBC, ORIENT OVERSEAS (INTERNATIONAL), LONGFOR,...
96 Views
HSI Sep 2026 Index Rebalance: Post-Implementation Review
HSI Sep 2026 rebalance has passed the first post-implementation week. We review what worked, what did not, and how current results compare with...
108 Views
CX Daily: China’s Export Machine Stalls Under Trump’s New Trade Blitz
TOP STORY Tariffs / In Depth: China’s export machine stalls under Trump’s new trade blitz Chinese manufacturers are scrambling to respond after...
384 Views