Quiddity Leaderboard HS Internet & IT: Dec 24 Flow Expectations and Mar 25 Expected ADDs/DELs
We estimate there to be one-way capping flows of US$190mn in December 2024. This translates to a turnover of approximately 5%.
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GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
527 Views
EQD | The HSI Rally: Go LONG Now or Wait?
The Hang Seng Index rally went vertical, then pulled back last week. Is this the right time to go in LONG? Or better wait for the index to pullback...
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HK/China: THE BIG SHORT (SQUEEZE)
Even though HK/China tech names have surged, short positions have not covered. The large underweight position in HK/China by international funds...
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Hong Kong: The Glass Is Half Full, Time to BUY Beta
The Hang Seng Tech Index has risen 50% since we published our report at in April. As stated in the insight, the performance of the tech sector in...
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