HSCI Index Rebalance Preview and Stock Connect: Potential Changes in March
There could be nearly 58 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
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CSSC Shipping (3877 HK) – Focus on clean energy sector
As the leasing arm of China’s largest shipbuilding conglomerate, CSSC Shipping owns a vessel portfolio of 157 ships as of end-1H22, with 132...
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Energy Shock Is Not Symmetric — Why China Wins This Cycle (Part 2)
Energy shock widens earnings: Long China (stable power), short LNG-exposed hubs (margin squeeze). Focus on cost competitiveness over growth. Timing...
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Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
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Hong Kong IPO Analytics - Regular Cornerstone Investors and Track Record
At the beginning of this year, we at Aequitas Research, wrote on IPO analytics of deals across Asia-Pacific from 2016 to 2018. If you have not read...
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