HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
471 Views
HK Connect Flows: Chinese Were Buying Banks
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
624 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
656 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
396 Views
HK Connect Flows: Close Meituan/Elong Trade with a 14.5% Profit
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
415 Views