CHINA SOE REFORM: Thoughts and implications of OIL MERGER rumours
Local press has been heavily speculating that we will get a detailed announcement of the SOE reform plan by March, where the number of central SOEs...
458 Views
HK Connect SOUTHBOUND Flows (2 Wks to 13Mar2026) - Higher Volumes, Lots of ETF Trading, Net Inflows
Southbound volumes are up. SOEs are getting sold. ETFs, Consumer Discretionary, and Tech are getting bought. Tis the season.
530 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
HSI Index Rebalance: Historical Patterns & March '25 Analysis
HSI March 2026 rebalance: positioning timing, reversal patterns, and flow-impact analysis across 12 completed events with actionable signals for...
491 Views