China A-Shares: Industrials Revolution
Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors.Ā Today's weight of 18.7% and overweight of...
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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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Sieyuan Electric (ęęŗēµę°) A+H Pre-IPO: Early Thoughts
Sieyuan Electric is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide early valuation...
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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:Ā The 3rd Wave
This report looks at A-ShareĀ positioning among GEM, Asia-Ex Japan and Global funds.Ā It serves to highlight the continued growth in both the size...
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