China COVID Policy: Near-Term Pains for Consumer Discretionary
Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...
529 Views
Shanghai/Shenzhen Northbound Connect: Weekly Moves (14 October 2022)
Overall, net outflow over the past week in the HK -Shanghai-Shenzhen Northbound Connect facilities was ~US$1.8bn, split between Shanghai (...
455 Views
Northbound Flows (Sep 2nd): GREE, CATL, Longi Green, BOE Technology
We analyzed northbound Shanghai/Shenzhen Connect last week and highlight flows for GREE, CATL, Longi Green, BOE Technology, China Tourism, and...
326 Views
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
749 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...
355 Views