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...
328 Views
China Education Group (839 HK): Impressive 1H22 Result, Positive Takeaways from Call
CEG's 1H22 result is not only impressive by itself, but also clears the market's concerns on policy impacts. Guidances for 2H22 suggest good upside...
779 Views
HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
723 Views
Six Hang Seng Index Family Indices: Flows for Dec 6 Rebal
6 Major Hang Seng Index family indices have a total of just over US$2bn a side to trade next Friday at the close. There will be capping updates...
529 Views
Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100 Members
Kuaishou and New Oriental Ed are adds and NWD is a delete. Positioning is generally low and the stocks could move in the short-term before relative...
524 Views