Hong Kong Single Stock Options Weekly June 08–12: Financials Lead, Vols Diverge, SPCX Debuts
A late HSI rally softened the weekly decline, but single stock option activity remained focused on Calls, Alibaba headlines and rising single stock...
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FXI Rebalance Preview: Two Changes Likely in June
There could be 2 changes for the FXI in June. One of the adds will also be added to a global index at the same time. The H/A discount has widened...
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China Demographics: One Party, One Child, One Huge Unfunded Pension Liability…
Ultimately, investing in China requires you to take a view on whether consumption of durables which are truly discretionary will be displaced by...
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EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
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China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
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