What's up with Hong Kong? Bull Market Dude!
China's stronger economic data is catching investors' attention, signalling a shift in sentiment and highlighting opportunities in economically...
330 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
246 Views
HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div SOEs Again BIG Buys, Tech Sold
SOUTHBOUND flows were positive on the week but most of the net buying was in the big two ETFs. The trend of buying low PER high div SOEs continues....
522 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
284 Views
China Gas Holdings (384 HK): Looks like the Negatives Have Been Well Factored In
China Gas' depressed share price should have reflected the negatives related to share placement and Shiyan explosion. Its new business momentum...
218 Views