Smartkarma Originals
China Consumer Discretionary: Darkness Before Dawn
The Covid-induced lockdowns have brought headwinds to China consumer discretionary names in 2Q22, but we are seeing a gradual recovery with...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
877 Views
3Q17 China Online Sportswear– Top US Brands Well Performed but Sports Apparel Showed Downside Risk
China Sportswear sales accelerated in 2017Q3, showing 34% Y/Y growth. Top US companies won the race among all other sportswear companies,...
382 Views
HK Connect Flows Weekly (Apr 2nd): Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, BOC, Pop Mart Intl, SMIC, Xiaomi, ICBC, CNOOC,...
293 Views
China Dongxiang (3818 HK): Better than It Appears
​China Dongxiang Group shows promising operating and financial improvements despite unexciting 2H FY25 results. The stock remains highly...
443 Views