HSI Market Consultation - Wide Ranging Changes Proposed
HSIL has announced the market consultation for the Hang Seng Index. The conclusions should be announced in February. If the market agrees to most...
1.1k 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...
416 Views
US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
357 Views
Zhongsheng Group: Strong Visibility for Luxury Autos
We had a conversation with the management of Zhongsheng Group (881 HK) which is a leading luxury auo
498 Views
HK Short Report: Alibaba Health, Hope Education
Hong Kong SFC reported yesterday for aggregate short position on Aug 07. The aggregate short value for equities increased by $848m (+1.4%) WoW but...
384 Views