Top 5 Macro Trades in 2016Q1
This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...
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Hong Kong Connect Flows (March): $8.7bn Inflows
We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.
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Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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EQD | Hong Kong April 2026 Monthly Covered Call Report
April's top HKEX covered call candidates offer a 5.88% premium and potential 7.99% upside if exercised, ideal for investors seeking income with a...
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