Macau VIP Patrons Eager to Return; Visible Recovery After 15-Days Shutdown
While the rest of the world starts to embrace and prepare for the COVID-19 by avoiding and canceling crowded events and corporate events, China...
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Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
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Trip.com - No One Is Trippin'
Trip.com Should Get a Significant Downward Re-Rating: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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