China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
438 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
JinkoSolar – Troubling
Bonitas Research published a short report on JinkoSolar (JKS) on the 4th of March 2020 arguing that the company had been used to prop up and...
466 Views
Shanghai/​​​Shenzhen Connect Flows: $4.5bn Inflows Led by BOE, Vanke, Ping An
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
499 Views
Shanghai/​​​Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
397 Views