Northbound Flows Monthly (June): $11bn Inflows
We estimate $11bn inflow into A-share market through northbound in June and highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and...
401 Views
Northbound Flows: Moutai, East Money, Ping An Insurance, Wuxi Apptec, BYD
We highlight weekly northbound Hong Kong connect inflows into Moutai, East Money, Ping An Insurance, Wuxi Apptec and BYD.
289 Views
Buying Opportunities Within Emerging Markets and Japan; US Dollar Failing At 93.50
MSCI Emerging Markets (EEM-US) and Japan (TOPIX, TOPIX Small) have been some of the weaker areas to invest throughout 2021. We now see early signs...
220 Views
SH/SZ Connect Flows: $4 Bln Outflows, CATL, Gree, Moutai
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
358 Views
Samsung Smartphone ODM Drive & Trade Approach on Wingtech, Etc.
One of the hot topics on Samsung is this ODM talking. The talking is getting heated that Samsung will up its smartphone ODM to 30% of its total...
487 Views