Primer: Zhejiang China Commodities City Group Co (600415 CH) - Sep 2025
Dominant Market Position with Wide Moat: As the operator of the Yiwu International Trade City, the world's largest wholesale market for small...
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Northbound Flows (2Q2025): Catl, Moutai, Midea, Jiangsu Hengrui Medicine
We analyzed the Shanghai/Shenzhen Connect Scheme for June and highlighted flows for Catl, Moutai, Midea, Jiangsu Hengrui Medicine, Wuliangye.
314 Views
The Stocks to Own in China – Vol. 36
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Portfolio changes: Two stocks remain, eight new join the...
386 Views
The Stocks to Own in China – Vol. 35
We highlight 10 stocks in China that look interesting to us based on our FVMR Methodology. Since inception, it has gained 150% versus the CSI 300...
290 Views
The Stocks to Own in China – Vol. 34
We highlight 10 China A stocks that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, seven new join...
291 Views