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...
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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...
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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...
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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...
418 Views
Surging TSF Buoys China in March, but Excess Capacity Exacerbated by Recession
Although real GDP contracted 6.8% YoY in 1Q, FAI grew slightly and imports and industrial output barely declined YoY in March after a massive RMB...
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