CK Asset Holdings (1113 HK) Tactical Outlook: Dividend Yield Compresses Ahead of Passive Outflows
CK Asset Holdings (1113 HK)'s dividend capture opportunity ex-May 27 collides with index rebalancing passive selling on May 29. Yield compresses as...
216 Views
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...
425 Views
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;...
321 Views
Global Index Float Methodology Change: HK Stocks with Big Passive Sells
A lot of the stocks with expected passive outflows have underperformed the indices over the last couple of weeks. We would look to unwind trades in...
1k Views
Impact of China's Demographic Trend on the Housing Market
This is a companion piece to The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy.The demographic trends in...
279 Views