HK Short Interest Weekly: Tencent, Alibaba, CNOOC, Petrochina, Cmoc, Yankuang Energy, Sinopec
We analyzed the latest HK SFC report for aggregate short position as of Mar 13th and highlight short interest changes in Tencent, Alibaba, CNOOC,...
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Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
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H-Shares vs A-Shares vs TOPIX: In Whack, Out of Whack, Beyond Whacked?
This piece is a fork on the previous pieceĀ (H-Shares: Mainlanders Buying - H-Shares Gone Wild, Going Wilder?) which discussed the relative discount...
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H-SHARES: Mainlanders Buying - H-Shares Gone Wild, Going Wilder?
As of today April 9, 2015, H-shares have rallied 8.5% in the two days of trading since the close of April 2 2015.Ā Some of the move is playing...
640 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.
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