Consumer - Holiday spending: modest momentum, resilient services
County-level destinations saw strong visitor growth and longer stays. Dining may have held up better than overall spending, while cinema and duty...
51 Views
Primer: Weilong Delicious (9985 HK) - Aug 2026
Dominant Market Leader in a Growing Niche: Weilong is the undisputed leader in China's spicy snack food market, particularly in the seasoned...
95 Views
Consumer Discretionary - Bi-Weekly Flow Monitor: Shorts Rotating to Franchise Chains;
Positioning across key consumer stocks stabilized in the two weeks ended 8 Sep. Average short interest inched up 0.1pp to 8.8% of free float, near...
91 Views
Germany and Europe Continue to Lead; Remain Overweight Germany and U.S.; Bullish Outlook Intact
Germany and Europe Continue to Lead; Remain Overweight Germany $DAX $EWG and the U.S. $SPX; Bullish Outlook Intact on $ACWI above $116. $SPX...
663 Views
CX Daily: Local and National Interests Clash in China’s New Green Power Market
In Depth: Local and national interests clash in China’s new green power market. China sees rebound in travel, leisure sectors as Covid-19 lockdowns...
354 Views