SH/SZ Connect Flows: Tesla Trade
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
367 Views
Midea (Part I): A Deep Dive into Midea’s Air Conditioner Business
This is the FIRST of a series of reports on Midea Corp. where we will be taking a closer look at the company’s core business segments. This insight...
463 Views
Shanghai/​​​​​​Shenzhen Connect Flows: Midea, Ping An Bank/Insurance
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
518 Views
Gree Electric: Positive Sentiment Regarding Stake Sale Already Priced In; We Remain Conservative
Gree Electric Appliance’s share price has rallied 9.1% over the last one month to CNY64.34 per share from CNY58.99 per share. In our previous...
476 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
654 Views