OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
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HK - Shorts Increase on Tencent, Ping An, China Mobile, Alibaba
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 December.Total short notional...
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HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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