5+ Month Uptrend Support Holding on MSCI ACWI (ACWI-US); China Second Chance Breakout Likely
5+ Month Uptrend Support Holding on MSCI $ACWI; Bullish Outlook Intact; China Second Chance Breakout Likely on Shanghai Composite. Buying the test...
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Sieyuan Electric (ęęŗēµę°) A+H Pre-IPO: Early Thoughts
Sieyuan Electric is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide early valuation...
158 Views
CSI 100 Index Earning Revision (Jun): POLY DEVELOPMENTS, CHINA PETROLEUM AND CHEMICAL
We analyzed CSI 100's consensus for Jun 2026 and highlighted changes of EPS in POLY DEVELOPMENTS (600048 CH), CHINA PETROLEUM AND CHEMICAL (600028...
120 Views
Transformer & Rectifiers Ltd.(Power Sector Proxy): Backward Integration and HVDC Opportunity
āIndian transformer manufacturer TARIL achieved record performance in FY26 with INR 2,509 crore revenue, focusing on profitable orders and capacity...
280 Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of Chinaās National Peopleās CongressĀ has produced some reassuring news for the domesticĀ infrastructure sector. In our view,...
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