Primer: Shenzhen Inovance Technology Co., (300124 CH) - Sep 2025
Dominant Domestic Leader with Global Ambitions: Shenzhen Inovance Technology is the largest industrial automation company in China,...
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China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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Pre-IPO MegaRobo Technologies - The Business and the Concerns
MegaRobo has established a clear revenue structure and a sustainable business model, but will face competition from international giants/domestic...
546 Views
Europe Breaking Out From 7-Month Base -- Buy; Remain Overweight Taiwan, China, Korea, and the U.S.
Europe EURO $STOXX 50 Breaking Out From 7-Month Base -- Buy; Remain Overweight Taiwan $EWT, China $MCHI, Korea $EWY, and the U.S. $SPX; Bullish...
422 Views
Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
We analyzed the Shanghai/Shenzhen Connect Scheme for June and highlighted flows for Catl, Moutai, Midea, Jiangsu Hengrui Medicine, Wuliangye.
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