BUY/SELL/HOLD: Hong Kong Market Update (December 17)
Hong Kong's market continues its consolidation in a Secular Bull Market. Technology and healthcare sectors have weakened, while utilities,...
274 Views
Breaking the Range: EM Reclaims Attention in Global Portfolios
EM allocations are breaking out in Global portfolios, led by Taiwan and China & HK. Underweights are narrowing, but exposure remains...
235 Views
[Alibaba (BABA US,BUY, TP US$150) TP Change]: AI’s Inflection Point Arrived, Will E-Commerce’s Also?
Alibaba beats estimates with strong non-GAAP net income, driven by AliCloud and investment in Generative AI, eyeing e-commerce turnaround.
3k Views
A/H Premium Tracker (To 21 Feb 2025): AH Premia Continue to Fall; Wider Spreads Narrow Most
AH Premia are at a new 5yr low. AH rolling performance is ridiculously bad. A new Trump Executive Order over the weekend suggests VIEs may be in...
675 Views
HK Connect SOUTHBOUND Flows (To 21 Feb 2025); Another HUGE Jump in Value Traded, Consumer Still Bid
SOUTHBOUND volumes have popped significantly. Lots of day-trading. Still-strong net buying. Tech/Consumer and Finance are still the big net buys.
581 Views