Shanghai/Shenzhen Connect Ideas: Technologies, Porks and Hard Liquors (2019-05-17)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
755 Views
GEM Active Funds:Â Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
688 Views
Shanghai/Shenzhen Connect - $8.4 Bn Inflows in February (Kweichow Moutai, Aier Eye, Luxshare)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
508 Views
Moutai's 3Q Results Largely Miss; Trimming Our FVE to CNY670; Shares Are Undervalued
Wide-moat Kweichow Moutai Co Ltd A (600519 CH)'s third-quarter results largely missed our expectations, with revenue and net profit growing only...
507 Views
Cigarettes & Alcohol
With the pressure on Fund Managers to adopt ESG standards across portfolios, it's perhaps no surprise that Tobacco companies are seeing allocations...
493 Views