EM Stock Rotation: China & HK Stocks Take Centre Stage
Over the past six months, China and HK stocks have dominated the list of rising exposures among active emerging market funds.
231 Views
Hang Seng Indexes: FAF Methodology Change for Secondary Listings; Over US$1bn to Buy in NetEase
The big buys are up in the last week: NetEase (+3.75%), Baidu (+2.1%), Trip.com (+1.8%) while the headline indices are down: HSI (-1.1%), HSCEI (...
1.7k Views
Merger Arb Mondays (31 Mar) - ENN Energy, ESR, Vesync, Seven & I, Topcon, Sinarmas Land, Gold Road
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
938 Views
JD.com (9618 HK): Strategic Highlights and Market View from HKEX Top Trades
Analysis of JD.com option strategies on HK Exchange: Bearish strategies dominate, long tail events with minimal upfront cost target significant...
649 Views
NIO HK Placement - Lots of Reasons to Avoid and Only One to Invest
NIO (9866 HK) is looking to raise around US$450m via a primary placement in Hong Kong. In this note, we talk about the deal dynamics.
560 Views