A/H Premium Tracker (Week to 14 Nov 2025):Â Beautiful Skew Still Behaving Badly, SOE Pair Hs Better
Hs outperformed As slightly as HK shares outperformed mainland shares. Sectors were mixed. There was no beautiful skew as the widest spreads...
327 Views
Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
In this cut, we explore A-H share trading dynamics, consider copper market dynamics and plays, and China's bottoming/stabilizing real estate market.
548 Views
Primer: Agricultural Bank of China (601288 CH) - Sep 2025
Dominant Position in Rural Finance: Agricultural Bank of China (ABC) holds a unique and strategic position as a leader in serving China's vast...
108 Views
Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
377 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
477 Views