Company Spotlight: Buy WuXi Biologics Inc. (2269-HK)
Health Care remains one of our favorite Sector overweights, both globally (ex-US) and in Greater China. We believe WuXi Biologics offers a timely...
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HK Connect Flows: $1.3bn Inflows in Three Days After CNY
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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HK Connect Flows: What Chinese Buy/Sell on the First Day After Chinese New Year?
In this note, we would take a quick look at the top buys and sells by Chinese investors on the first day of trading over the Hong Kong Connect...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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HK - Huge Sectoral Divergence in Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 January 2020.Total short...
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