HS TECH June 2026 Rebalance: Post-Implementation Review
HSTECH June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare...
110 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
352 Views
China Equity Strategy: Domestic Funds Rush to Deploy Capital in Hong Kong Market
China mainland funds have accelerated their capital deployment in Hong Kong market in the new year. The fund inflow to Hong Kong has exceeded RMB...
602 Views
Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows
We estimate inflows to be $4.6bn from mainland investors to HK stocks in June. We highlight flows for Alibaba, Kingboard Laminates, Kingboard,...
126 Views
HS TECH Index Earning Revision (Jun): LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN
We analyzed HS TECH's consensus for Jun 2026 and highlighted changes of EPS in LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN.
128 Views