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...
371 Views
EQD | Hang Seng Down: Upcoming Bounce May Not Mean Rally Continuation
The HSI Index is down for the 2nd week in a row, short-term oversold, a temporary reversal could come soon but it's not a restart of the previous...
341 Views
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...
650 Views
Naspers (NPN) X Prosus (PRX): Performance for Q1 2024, Gains Driven by Tencent, NAV Growth
A look into the performance of Naspers and Prosus for the first quarter of 2024. Gains were driven by Tencent and a weaker Rand (NAV growth) as...
428 Views
EQD | HSI Closed the Week Modestly Up: A Pullback Is Possible Next Week
The Hang Seng Index latest uptrend moves appear slow and weak, we see a pullback ahead. Seasonal studies suggest a high chance of negative April...
484 Views