HK Connect SOUTHBOUND Flows (To 11 July 2025); Volumes Up, Net Buying Up, Non-Bank Financials Hot
SOUTHBOUND volumes remain high. Turnover at newly-listed Hs is VERY high. Too high. There is a lot of speculative trading boosting values/comms....
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HK Connect Flows Weekly (Jul 11th): Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba, CMB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, CCB, SMIC, Li Auto, Zhongan Online, Alibaba,...
737 Views
Global Markets WEEKLY Tactical Outlook: July 7 to July 11
​Global markets may close the week down as US markets became very overbought and stocks started to pull back globally, while the Trump...
369 Views
Asian Equities: Southbound Monthly - June Acceleration; Old Getting Sold, Dividends the New Darling
​June saw a surge in net inflow through Southbound Stock Connect, with investors favoring high dividend yield SOEs & defensive healthcare stocks...
581 Views
Merger Arb Mondays (07 Jul) - Seven & I, Shibaura, Insignia, New World, ENN Energy, HKBN, Fengxiang
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
878 Views