HSI, HSCEI, HSTECH: September Rebalance Flows Post Capping
There are some pretty large flows across the HSI, HSCEI and HSTECH at the September rebalance due to name/float/capping changes. Impact on some...
535 Views
Tencent: Investees, the Potential for ST Earnings Miss, and an Attractive LT Entry Point
In this insight, we take a detailed look at Tencent’s listed Investees, their impact on valuation, and the potential for a near-term negative...
392 Views
Global Emerging Markets Weekly: 13 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
334 Views
HK Short Interest: Short Spiked for Bilibili
We highlight Bilibili (9262 HK) as the stock with the biggest increase in short position on a Week-on-week basis based on our analysis in the...
194 Views
Global Equity Strategy: Growth Sectors Continue To Improve -- Add Exposure
Building off of last week's report, growth Sectors such as Technology and Communications continue to improve and we recommend adding exposure...
267 Views