Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
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China Capital Goods: New Infrastructure, New Opportunities!
With the boost on New Infrastructure from Central Government, rail sector, power T&D (transmission and distribution) sector, automation &...
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China A-Shares:Â The 3rd Wave
This report looks at A-Share positioning among GEM, Asia-Ex Japan and Global funds. It serves to highlight the continued growth in both the size...
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Discover SZ/​SH Connect: Foreigners Were Buying Industries and Financials in December
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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