The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (August 16)
Japan ETF flows have been light after the massive outflow from carry trade unwind. Qifu Tech, Q Tech and JDL all had positive earnings announcement...
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Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
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The NPC Report:Stimulus Restraint, Policy Benefiting the Property Services Industry
The policy expression of real estate industry in this year's NPC (the National People’s Congress )work report is generally neutral, showing the...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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China Real Estate :State Council Strength Urban Renovation as the New Stimulus Option
China has planned to renovate over 39,000 old urban residential communities nationwide this year, which was estimated to benefit about 7 million...
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