Northbound Flows Monthly (Feb): CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine
We analyzed the Shanghai/Shenzhen Connect Scheme for February and highlight flows for CATL, Hundsun, Ping An Insurance, Inovance, Xinghuacun Fen Wine.
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Northbound Flows Monthly: $21bn Inflows in January
We analyzed the Shanghai/Shenzhen Connect Scheme for January and highlight flows for CATL, Moutai, Ping An Insurance, Longi Green, Wuliangye.
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Northbound Flows (Jan 13th): 1Y High Weekly Inflows
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Ping An Insurance, Moutai, Wuliangye, Longi...
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EM Aluminium:Â Early Stage Move
Aluminium exposure has moved higher over the last 12-months. Just over a fifth of the EM funds in our analysis now have exposure to the Aluminium...
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Shanghai/​​Shenzhen Connect Ideas: Home Appliances & Hard Liquors (2019-08-23)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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