HK Connect Flows Weekly (Sep 11th): Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent,...
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China Property: A Closer Look At The House Price Dynamics Across 70 Cities (Dec 2024 Data)
In this note, we present the Real Estate Foresight's Data Update on NBS House Prices for December 2024 data released last Friday.
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Real Estate: Recovery Among Active GEM Funds
Real Estate exposure among active Emerging Market funds is rebounding after a decade-long bear market from 2012-2022, with the U.A.E leading the...
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Short Note: Position for Trump Trade and China Stimulus – Buckle up for Next Week
Next week is going to be huge with US Presidential election and China's NPC standing committee meeting taking place, both of which will have...
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What to Do with Hong Kong and China Property Stocks After a Crazy Week? Upcoming Catalysts and Risks
After a crazy week, we think it is not too late to chase the rally, based on trading flows, investor's positioning and valuation. The timing,...
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