Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
638 Views
Technology - Global AI Smart Glasses Market Set to Kick off in 2025
Global AI smart glasses shipment jumped 588% YoY to 2.34mn in 2024, thanks to strong sales of Ray Ban Meta in 4Q24 (1.36mn; +183% QoQ).
1k Views
Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
462 Views
HK Connect Flows Weekly (May 15th): Tencent, China Mobile, Meituan, PICC P&C, Kuaishou, Petrochina
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), China Mobile (941 HK), Meituan (3690...
124 Views
China "6.18" Home Appliance Online Sales
Online sales of the overall home appliance sector during the "6.18" promotional event went up by 37% vs 2017. Premiumization prevails among key...
636 Views