Ping An A/H Premium - Near the Highs
The A/H premium on Ping An Insurance Group Co Of China (601318 CH) / Ping An Insurance (H) (2318 HK) has shown cyclical behaviour going back to...
609 Views
Shanghai/​​Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
454 Views
Shanghai/​​Shenzhen Connect Ideas: YTD High Inflows of $4b (2019-09-06)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
529 Views
China Life (2628 HK): Fairly Valued; Looking For A Better Entry Point
China Life Insurance Co H (2628 HK) , the largest Life insurer in China, is one of the most geared to the Chinese equity markets and the most...
522 Views
HSCEI Dividends - Buy the Dip
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have sold-off around 7% mainly driven by a 4%...
684 Views