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...
411 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...
604 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...
620 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,...
952 Views
HK Connect Flows Weekly (Jul 25th): China Life, China Mobile, CCB, Xiaomi, Kuaishou
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for China Life, China Mobile, CCB, Xiaomi, Kuaishou, China...
712 Views