China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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September China Auto Sales: Unadjusted Volume Sales Up, SAAR Down on YoY Basis
China September auto sales was up 23.9% sequentially and up 5.7% YoY, with YTD cumulative sales showing a 4.8% YoY growth. On seasonally adjusted...
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China Auto - First Decline in Auto Production in 19 Months, Only a First Step Towards Normalisation
The hangover of the 2015-16 purchase tax rebate for vehicles <1.6L and the subsequent 16%y/y growth in sales in China autos is still...
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China Auto- Dealer Channel Check: End Demand in March Weaker than Expected, Destocking Needed
Retail sales of China's passenger vehicles would probably decline y-y again in March, after a 2% y-y decline in 2M2017. Our channel checks with...
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Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
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