HK Connect SOUTHBOUND Flows (Wk To 12 Dec 2025) - Lower Activity, Net Sell This Week,
SOUTHBOUND saw low gross activity and net selling for the first week in quite a while. It is slow into year-end. Within H/A Pairs, Hs...
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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...
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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.
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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...
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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...
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