China COVID Policy: Near-Term Pains for Consumer Discretionary
Near-term negative impact of China's U-turn in COVID policy on consumer discretionary has been underestimated by the market. It is prudent to take...
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CMBI Research Focus List (November Edition) – Our best high conviction stock ideas
In our last report dated 17 October, we highlighted a list of 21 long ideas.The basket (equal weighted) of these 21 stocks underperformed MSCI...
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CX Daily: Three Chinese Miners Ordered To Divest From Canadian Lithium Projects
Three Chinese miners ordered to divest from Canadian lithium projects. A father’s nightmare rescuing a three-year-old under Covid lockdown
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GEM Weekly (2 Sep 2022): China PMI, India GDP, South Korea CPI; Tencent, Hyundai, NetEase, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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CX Daily: State Drugmaker Snared Over Scheme to Rip Off Government
State drugmaker snared over scheme to rip off government. China offers multiple-child families housing help as demographic crisis looms
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