Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
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Property - Easing Policies May Boost Trading Sentiment in Short Term
The PBOC unveiled a string of property-related easing policies yesterday (24 Sep). We believe such policies may boost trading sentiment in the...
370 Views
HK Short Interest Weekly: Alibaba, Wuxi Apptec, China Resources Land, Zijin Gold Intl, Yofc, Minimax
We analyzed the latest HK SFC report for aggregate short position as of Aug 28th and highlight short interest changes in Alibaba (9988 HK), Wuxi...
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HK Connect Flows Weekly (Sep 4th): Zj Innolight, Tencent, AIA, Minimax, Knowledge Atlas, Yofc, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Zj Innolight, Tencent, AIA, Minimax, Knowledge Atlas,...
105 Views
Real Estate: India/China Rotation Sparks Sector Growth
Real Estate exposure grows among active Asia Ex-Japan funds, sparked by a rotation in to Indian Real Estate, as China & HK positioning falls.
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