HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
​HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
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Technology - Lenovo Tech World 2024: AI PC Product Launches Set to Accelerate
Lenovo hosted the “AI Tech World” event with the theme “AI for All” in Shanghai yesterday. During the event, CEO Mr. Yang highlighted 1) Lenovo’s...
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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...
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HSTECH Index Rebalance Preview: Round-Trip Trade of US$1.5bn in June
We do not expect any constituent changes for the HSTECH Index in June. Capping changes will result in a one-way turnover of 5.3% leading to a round...
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MSCI China Funds:Â Extremes in Positioning & Momentum
Momentum in Contemporary Amperex Technology and JD.com turns south, whilst Fuyao Glass Industry Group and Zhongji Innolight power to new highs.
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