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...
498 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
Shanghai/​Shenzhen Connect Snippet: Moutai Out, Foshan Haitian In (2019-05-31)
In our weekly Shanghai/Shenzhen Connect Snippet series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
778 Views