Primer: Yunnan Energy New Material (002812 CH) - Aug 2026
World's Largest Battery Separator Manufacturer: Yunnan Energy New Material (also known as SEMCORP) is the global leader in the lithium-ion...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
412 Views
China Materials: Exposure on the Rise
China Materials allocations are on the rise. Current holding weights represent an 8-year high and the percentage of funds invested is at the top...
346 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
480 Views
Shenzhen Senior Technology Material (6067 HK) IPO: We Are Not Fans
Shenzhen Senior Technology Materials' poor earnings record and steep H-share IPO discount relative to A-share reflect concerns about its outlook....
190 Views