Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK)Â has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Will Recent US Announcements Derail the HK/China Bull Market?
​Reevaluating the bullish stance on HK-listed China stocks amid potential shifts in US/China relations and uncertainty about Trump's willingness to...
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How Many Chinese Growth Equity Names Are Growing at Double Digits?
More Chinese growth equity names growing at double digit than single and more are accelerating in growth in C2H24. Pessimism can turn into self...
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China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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Aequitas: A/H Premiums and Recent 48 Deals Performance - Better Performance, a Look at Correlations
With over 48 A/H listings since the start of 2025, we look back at some of the trends from the recent listings, including correlations which might...
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