Underweight Hong Kong, Overweight Taiwan
We are underweight Hong Kong and overweight Taiwan equities. The economic costs of the deepening political crisis in Hong Kong is yet to feed...
639 Views
Hong Kong's Carrie Lam - A Judgement Void
Ms Carrie Lam’s extradition bill has been shelved but Hong Kong’s protesters want it to be permanently abandoned and along with it Ms Lam’s head....
639 Views
Hong Kong - On Edge
The US-China trade talks have collapsed. Mr Trump is has declared an all out war by targeting Chinese technology companies. In response China is...
689 Views
HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources...
127 Views
Asian Exports - Ripple Out Effect
Asian exports ended 2018 on a weak note and got off to a rough start. Falling export prices, Taiwan export orders and Korean first 20 day shipments...
566 Views