Global Markets Tactical Outlook: Week of July 21 – July 25
Our tactical models show Meta, NIFTY and HDFC Bank are oversold, while Alphabet, Amazon, NVIDIA, Taiwan Semiconductor, CSI 300 Index, and KOSPI 200...
330 Views
Merger Arb Mondays (21 Jul) - ENN Energy, HEC Pharma, Shibaura, Abacus Storage, Insignia, Zeekr
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
745 Views
Hong Kong Alpha Portfolio (June 2025)
The Hong Kong Alpha portfolio has significantly outperformed the Hong Kong indexes in June and since inception. Outperformance range is 17% to 23%...
340 Views
Merger Arb Mondays (14 Jul) - Shibaura, Topcon, Nissin, OneConnect, Insignia, PointsBet, ENN Energy
I summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
728 Views
HK Connect SOUTHBOUND Flows (To 11 July 2025); Volumes Up, Net Buying Up, Non-Bank Financials Hot
SOUTHBOUND volumes remain high. Turnover at newly-listed Hs is VERY high. Too high. There is a lot of speculative trading boosting values/comms....
576 Views