A Truce in Trade War?
USTR requested comments on potential exclusions of products of China subject to tariffs. We analyze the potential beneficiaries of this Sino-US...
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Biel Crystal (伯恩光学) Pre-IPO - Industry Landscape & Peer Comparison - Auto Is the Wildcard
Peer comparison against other Apple suppliers show that BC doesn’t stand out but neither does it underperform in any aspects.
385 Views
SH/SZ Connect Flow Weekly: Luzhou Laojiao, Unigroup, Wuliangye, Lens Technology
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
372 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
559 Views
Shanghai/Shenzhen Connect - $8.4 Bn Inflows in February (Kweichow Moutai, Aier Eye, Luxshare)
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...
508 Views