CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
ACC, Holcim & Anhui Conch: A Cross-Country Benchmarking Study of Cement Sector Leaders
In preparing this insight, I have tried to compare ACC (as an Indian Cement Sector Proxy) to Holcim and Anhui Conch. I discuss Long Term trends...
519 Views
HK Connect Flows Weekly (Mar 6th): Alibaba, Tencent, China Life, Xiaomi, Petrochina, ICBC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba (9988 HK), Tencent (700 HK), China Life (2628...
253 Views
Hong Kong Connect Flows (February): USD 11bn Inflows
We analyze the monthly HK Connect flows in February. We estimate the inflows to be USD 11.3bn. We highlight top flows for Tencent, Xiaomi, Meituan,...
509 Views
HK Short Interest Weekly: Alibaba, CCB, CNOOC, Time Interconnect Technology
We analyzed the latest HK SFC report for aggregate short position as of Feb 20th and highlight short interest changes in Alibaba, CCB, CNOOC, Time...
379 Views