CX Daily: China Pushes LGFVs Beyond ‘Fake’ Transformation
TOP STORIES Analysis: China Pushes LGFVs Beyond ‘Fake’ Transformation Across China, local government financing vehicles (LGFVs) have been...
88 Views
Hong Kong Market Strategy - Trade and Portfolio Ideas Amidst the Volatility
$769 has lagged other rare earth plays but it is now up 100% in two days. We would look to sell half and keep the rest as a free ride. Hard...
892 Views
Will Recent US Announcements Derail the HK/China Bull Market?
Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
482 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
623 Views
EQD | Hong Kong Single Stock Options Weekly December 23 – 27
Trading volumes in single stocks were dominated by call volumes, with the Put/Call ratio at its 3rd lowest level since early November. We...
445 Views