Primer: Shaanxi Coal Industry (601225 CH) - Sep 2025
Dominant Low-Cost Producer: Shaanxi Coal Industry is a leading coal producer in China, possessing significant competitive advantages stemming...
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The Stocks to Own in China – Vol. 35
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Since inception, it has gained 150% versus the CSI 300...
290 Views
The Stocks to Own in China – Vol. 34
We highlight 10 China A stocks that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, seven new join...
291 Views
Pullback Underway; Further Downside Limited?; Buys in Defensives and Commodity-Related Sectors
Pullback Underway; Further Downside Limited?; Commodities Testing Resistance; Buys in Global Defensives (Staples, Utilities, Telecomm), Commodity...
609 Views
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30, Value Up
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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