Supply Side Recovering, but Sluggish Demand Will Exacerbate Excess Capacity
2Q 2020 will be the best quarter of this year for China; with the rest of the world locked down, China was able to expand steel & aluminium...
446 Views
China A-Share Strategy: More Upside in 2nd Half of 2020
We see China A-share market moving higher in 2nd half of 2020 as earnings bottomed in 1Q and rebound in the subsequent quarters. After China...
480 Views
Taiwan: Looking Good
Of all the countries  still officially forecasting growth this year – Korea, Indonesia and until recently India – Taiwan has the best prospects of...
421 Views
China Equity Strategy: US Holding Foreign Companies Accountable Act -- A Lengthy Process to Watch
Last week, US Senate passed the Holding Foreign Companies Accountable Act by unanimous consent. The proposed bill states that if the SEC/PCAOB...
412 Views
China A-Share Strategy: R/QFII Quota Removal to Offer More Attractive Channel to Invest In China
The China regulator have announced the detail measures that it would scrap the investment quotas under the QFII (Qualified Foreign Institutional...
415 Views