HK Short Interest Weekly: Tencent, Kingboard Laminates, China Resources Land, Ntes, Meituan
We analyzed the latest HK SFC report for aggregate short position as of Jun 12th and highlight short interest changes in Tencent (700 HK),...
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EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
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Chinese Financials: Winners and Losers
Based on reported data for FY18, we delve into Chinese banks and see how they are progressing with our value-quality gauge, The PH Score™.The PH...
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GEM Fund Q1 2020 Performance Review: Active Funds Suffer as China Outperforms
The first quarter of 2020 was a challenging one for Global Emerging Market active managers. Active GEM fund Q1 Returns -25.05% on average vs...
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China Banks: It's All About the Dividend
In these times of dividend risk, the appeal of Chinese banks may come into question. Chinese banks have cut dividends before, and a replication of...
733 Views