EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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HK Connect Flows Weekly (Jun 5th): Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi, Lenovo
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, China Mobile, Akeso, Pop Mart Intl, CNOOC, Xiaomi,...
149 Views
TRACKING TRAFFIC/Chinese Express & Logistics: Express Models Converging (But Not Valuations)
Tracking Traffic/Express & Logistics is the hub for all of our research on China's express delivery and logistics sectors. Tracking...
699 Views
Monthly Chinese Express Tracker | April Volume Growth Just 2-3% Vs 7% in March/Q126 | EComm Softer?
In April, China-listed express companies reported slower parcel volume growth of just 2-3% versus the 7% pace of growth from March and Q126. This...
133 Views
A-H Premium Weekly (May 29th): Zhuzhou Crrc Times Electric, ZTE, China Minsheng Banking
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zhuzhou Crrc Times Electric, ZTE, China Minsheng Banking,...
128 Views