2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
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Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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US-China Trade War: A Deal Is More Likely Than Market Prices In
Last night, the US proposed potential new tariffs on an additional $200bn of Chinese goods. Despite the incremental pessimism reflected in the...
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‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Indo Stocks During Trade War: What to Do?
Below is my conversation with an Indonesian high net worth who is keen to find insight on how the current trade war impacts Indonesian...
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