Hong Kong Connect Flows (May): End of Continuous Monthly Inflows
We estimate outflows to be $0.6bn from mainland investors to HK stocks in May. We highlight flows for SMIC, Alibaba, Tencent, China Mobile,...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
874 Views
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 Short Interest Weekly: Tencent, Bidu, CATL, Midea, Meituan, Anta
We analyzed the latest HK SFC report for aggregate short position as of May 8th and highlight short interest changes in Tencent, Bidu, CATL, Midea,...
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Escalating US-China Trade War Raises Risks; but Our View Remains that Cooler Heads Will Prevail
Hong Kong & China stock opportunities amid the volatilityThe risk of an escalating global trade war harming growth is likely to weigh on share...
433 Views