China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
456 Views
Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
752 Views
HK Short Interest Weekly: Tencent, Alibaba, AIA, Catl, Sun Hung Kai Properties, CCB, Sunny Optical
We analyzed the latest HK SFC report for aggregate short position as of Jun 5th and highlight short interest changes in Tencent (700 HK), Alibaba...
119 Views
HK Connect Flows Weekly (Jun 12th): Tencent, Kingboard, Knowledge Atlas, Alibaba, Smic, Ke, Kingdee
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Kingboard (148 HK), Knowledge Atlas...
138 Views
US/China Trade Pact - Wake Up America
Not So Fast:Â Â Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
533 Views