Asia: Look for Economies with Headroom for Policy Support
Trade war threatens Asian economies' export-driven growth, necessitating monetary/fiscal stimuli. CN, KR, TH have room for both, India for...
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Wuxi XDC Placement - Following Biologics Playbook, past Deals Have Been Mixed
WuXi AppTec (2359 HK) aims to raise around US$250m via selling around 3.5% stake in WuXi XDC Cayman (2268 HK). In this note, we talk about the deal...
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Hong Kong Connect Flows (March): $24 Bn Monthly Inflows
We analyzed the Hong Kong Connect Scheme for March and highlighted flows for Alibaba, China Mobile, Xiaomi, Guotai Junan, Ke.
300 Views
Tencent (700 HK): Volatility Plays and Skew Top Trades
Strategies show dominance of long volatility approaches with a mix of bullish and bearish positions, taking advantage of longer expiration dates...
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HK Connect SOUTHBOUND Flows (To 28 Mar 2025); Banks and Divs Bought Again
Chinese banks get their expected capital injection and the world awaits tariffs but SOUTHBOUND investors continue to buy, making for a record...
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