Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Consumption/ Electric Cars/ US-China/ Climate/ Hong Kong
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
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HK Connect March 2026: Implementation Forecast and Positioning Framework
March Connect implementation is nearing: we forecast expected ADD/DELETE actions and assess how positioning, crowding, and southbound flows may...
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HSCI Index Rebalance: 53 Adds, 28 Deletes, Changes to Southbound Stock Connect & BIG Outperformance
There are 53 adds and 28 deletes for the HSCI in March. For Stock Connect, we expect 44 adds and 25 deletes. The forecast Connect adds have...
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