Hong Kong Connect Flows (July): Near $15bn Inflows
We estimate inflows to the HK shares from mainland investors amount to US$14.5bn in July. We highlight flows for CCB, China Life, SMIC, Meituan,...
188 Views
Global Markets Tactical Outlook: Week of July 28 – August 1
Key indices, stocks, commodities, and bonds forecast for the week July 28 - August 1: NIFTY oversold, while Amazon, Alphabet, NVIDIA, Toyota...
398 Views
HK Connect SOUTHBOUND Flows (To 25 July 2025); Multi-Month High Volumes, Net Buying of Financials
The top week for SOUTHBOUND trading value in many months, and a decent week on a net basis. FINANCIALS remain very well bid but in terms of impact...
580 Views
HK Strategy: Time to Revisit the Yield Story
High-yield stocks like CNOOC, Hang Lung Prop and Henderson can protect income stream despite lower interest rates favouring the tech sector. ICBC...
613 Views
Merger Arb Mondays (28 Jul) - Shibaura, Abacus Storage, Insignia, Mayne, Santos, ENN, Smart Share
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
923 Views