Asian Equities: Model Portfolio - Leaning More Towards Power, Materials, Industrials
​Our Model Portfolio underperformed MXASJ since last rebalancing. We add power, industrials & basic material as AI proxies & Chinese exporters with...
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HK Connect Flows Weekly (Jul 3rd): Kingboard Laminates, Smic, Alibaba, Kingboard, China Mobile
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Kingboard Laminates (1888 HK), Smic (981 HK), Alibaba...
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Global Emerging Markets Weekly: 5 March 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Exports/ Bonds/ Rural/ US-China/ Xinjiang
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
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Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows
We estimate inflows to be $4.6bn from mainland investors to HK stocks in June. We highlight flows for Alibaba, Kingboard Laminates, Kingboard,...
126 Views