SH/SZ Connect Flows: CATL, Liquors, East Money, Sany Heavy
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
372 Views
Prefer Jiangsu Yanghe Vs Moutai, A Slow Brew Play With Low Expectations Distilled
Jiangsu Yanghe Brewery A (002304 CH)Â , founded in 2002, manufactures and markets baijiu (a distilled Chinese liquor) under the Yanghe, Shuanggou,...
599 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
647 Views
Shanghai/​​Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
607 Views
Shanghai/​​Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
913 Views