HSCEI Dividends - China Banks Asked to 'Sacrifice' Profits, One Does Quickly
Late last week, at a regular meeting of the State Council, Premier Li Keqiang called on Chinese banks to cap their profits in 2020 and drive the...
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EM Energy: Sentiment Depressed. Reliance Industries/Lukoil Bucking the Trend
The fallout from the Oil price wars has sent Energy allocations in GEM active portfolios towards their all-time lows. The average EM fund now...
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HSCEI Dividends - Pricing Is Bullish
Following HSIL's announcement of the eligibility of WVR securities and secondary listings for inclusion in the Hang Seng China Enterprises Index...
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Shorts Increase on Alibaba, AIA, CNOOC; Decrease on Ping An, CCB, Meituan
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 April 2020.Total short...
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China Construction Bank (939 HK): Ownership Levels Bottoming Out.
China construction bank is the 5th most widely held Chinese stock among GEM Active Managers, yet the 3rd largest underweight. Ownership levels...
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