Hong Kong Economy & Peg - What China Slowdown? What Threat?
Hong Kong has been making the headlines. The gap between Hong Kong money market rates  and US rates has led to a bout of currency weakness as...
147 Views
HK Short Interest Weekly: CATL, Alibaba, CMB, Xiaomi, Wuxi Apptec, Petrochina
We analyzed the latest HK SFC report for aggregate short position as of Apr 30th and highlight short interest changes in CATL, Alibaba, CMB,...
301 Views
China and Hong Kong: When Parasite Turns Predator
We made the case in One Economy, Two Parasites: Part 1, that Hong Kong’s economy is enjoying a good economic position as a result of China’s...
389 Views
HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
425 Views
Market-Neutral Trade Signals Amid Macro Uncertainty
​Asian indices traded sideways amid geopolitical uncertainty, triggering eight pair-trade signals last week, offering market-neutral opportunities.
184 Views