China A-Share Deep Dive:Â Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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CSI 300 Index Earning Revision (Apr): KUNLUN TECH, WENS FOODSTUFF, GIGADEVICE SEMICONDUCTOR, Moutai
We analyzed CSI 300's consensus for Apr 2026 and highlighted changes of EPS in KUNLUN TECH (300418 CH), WENS FOODSTUFF (300498 CH), GIGADEVICE...
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Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
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Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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