HSCEI Dividend Futures: Sell the 2024/25 Steepener
The HSCEI 2054 div futures have moved higher following China banks announcing that interim dividends will be paid. There is some upside from...
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China Ups the Ante with Relaxation of Property Curbs
The relaxation of property curbs in Beijing is a massive positive signal to the market and is not to be underestimated. Other data from China...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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3 Take-Aways from Li Qiang’s Speech
Welcome to this week’s Great Game where we turn our attention to China. The Communist Party is annual National People’s Congress where Premier Li...
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