Primer: Shanghai Friendess Electronic (688188 CH) - Aug 2026
Dominant Market Leader in a Growing Niche: Shanghai Friendess is a leading provider of laser cutting control systems, a critical component in...
93 Views
Bullish Reversals Proliferate; Stick With Growth; Buy Ideas in Tech, Discretionary, & Industrials
Bullish reversals begun last week in $ACWI, $SPX, and $STOXX Europe 50, with each reversing topside their 4-month downtrends. Now, bullish...
521 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
Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
530 Views
China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
739 Views