China Construction Machinery Outlook 2022E
We expect China construction machinery sector sales go down further in 2022E.Demand from infrastructure sector would be limited
239 Views
China Construction Machinery: Better Trajectory for 2H21
We are positive on the 2H21 outlook of construction machinery industry, driven by potential accelaration in China's infrastructure spending and...
380 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
412 Views
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.
422 Views
Northbound Flows (2Q2026): $20bn Inflows
We analyzed Northbound connect data for 2Q2026 and highlight flows for CATL, WEICHAI POWER, SUZHOU TFC OPTICAL COMMUNICATION, Luxshare Precision,...
206 Views