Greater China Funds: China Health Care Reversal
Greater China managers have actively rebalanced portfolios away from China & HK Health Care over the last 6-months, with Taiwan Tech the key...
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Interpretation of The "14th Five-Year Plan" For the Development of China Pharmaceutical Industry
For the newly released "14th Five-year Plan" of China pharmaceutical industry, we analyzed key points and our interpretation. Once achieved, it...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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CSPC Pharma (1093 HK): AstraZeneca SiRNA Deal Good, Approvals, New Launches Key For Future Growth
CSPC Pharmaceutical partners with AstraZeneca to develop siRNA candidates for renal diseases. Licensing revenue will help compensate for revenue...
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The Stocks to Own in Asia – Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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