Hong Kong Connect Flows (March): $8.7bn Inflows
We estimate inflows to be $8.7bn from mainland investors to HK stocks in March. We highlight flows for Tencent, Xiaomi, China Life, CNOOC, SMIC.
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Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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EQD | Hong Kong April 2026 Monthly Covered Call Report
April's top HKEX covered call candidates offer a 5.88% premium and potential 7.99% upside if exercised, ideal for investors seeking income with a...
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The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
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