HSCEI May 2026 Index Review Forecast
HSCEI May 2026 rebalance announcement due after market close today: a good time to revisit our review forecast as the decision approaches.
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HK Connect Flows Weekly (May 15th): Tencent, China Mobile, Meituan, PICC P&C, Kuaishou, Petrochina
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), China Mobile (941 HK), Meituan (3690...
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HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
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Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
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