Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
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OFAC Makes a Longer List of Trump Names of China Military Cos
There are a LOT of names which could be affected by the Trump Executive Order on China Military Companies. It behooves investors to have a list....
1.2k Views
A Review Of "Buy the Worst" Strategy in 2020 and Can It Beat the Hang Seng Index in 2021?
While our "Buy the Worst" strategy underperformed the HSI sharply YTD, we see extending the strategy into 2021 may catch up as the rotation back to...
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Asia Short Interest: JD, NetEase, Xiaomi, SMIC, M3, Toto, LG Chem, Celltrion, Largan, TSMC
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan names to gauge investor interest in the stock.
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China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
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