New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
6k Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
391 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
474 Views
Pair Trade: Shorting Peak HK Optimism SHKP 16HK to LONG China’s Real Estate Capitulation COLI 688HK
SHKP 16 HK is up 46% YTD while COLI 688 HK is flat YTD, we think it presents a compelling idea to LONG China 688 HK and Short HK 16 HK, on the back...
472 Views
HK Short Interest Weekly: Tencent, Hansoh Pharmaceutical, HSBC, CNOOC, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Apr 2nd and highlight short interest changes in Tencent (700 HK), Hansoh...
266 Views