Overview #15 – Who's Afraid of the USD?
A review of recent events/data impacting our investment themes and outlook. We takea quick tour around China, India and Japan
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Timing the Entry into the Insurance Sector for the Next Phase of the HK/China Bull Market
Analysis of sectors favored for the upcoming phase of the HK/China bull market, with a focus on insurers as a lower volatility option and a tip to...
301 Views
HSTECH Index. Identifying Individual Names with Greater Potential Upside
The initial market reaction to the Deepseek news is to bid up Chinese tech names, both platform and semiconductor-related. The tariff newsflow will...
460 Views
Hang Seng Internet & IT Index (HSIII) Rebalance Preview: Up to 5 Changes in March
There could be 5 constituent changes for the HSIII in March. Estimated one-way turnover is 3.75% resulting in a round-trip trade of HK$2.12bn...
989 Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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