Active Fund Manager's Favoured (And Least Favoured) China Stocks
In this report, we show 2 portfolios based on the most favoured and least favoured stocks among High Active China focused equity managers. The...
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U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
570 Views
SH/SZ Connect Flow Weekly: Midea, China Intl Travel Service, Gree
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
368 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
787 Views
SH/SZ Connect Flow Weekly: Midea, Sany, Mindray, Wuliangye, Yili, China Intl Travel Svc
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
206 Views