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...
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A-H Premium Weekly (May 10th): 19 Stocks at 52w Low
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Petrochina, CGN Power, Hua Hong Semi, Huaneng Power,...
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HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
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Junior Copper Miners: Many Juniors Are Lagging Copper Price YTD
BHP's bid for Anglo American has woken up generalist investors to the looming copper deficit forecast later this decade.
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
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