HK Connect Flows Weekly (Sep 11th): Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Smic, Bidu, Hua Hong Semi, Zj Innolight, Xiaomi, Tencent,...
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HSCI / HK Connect Sep 2026 Implementation: Pre-Implementation Update
HK Connect enters implementation on 7 Sep 2026. We update stock performance since the HSCI announcement and discuss the implementation trade.
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The Heat Is On: News Flow and Sentiment in HONG KONG
China had positive flows into equity ETF's for June and mainland investors continued to direct money to Hong Kong stocks through the Stock Connect...
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CX Daily: Consumers, Entrepreneurs Give Banks’ Retail Lending a Much-Needed Boost
Retail lending / In Depth: Consumers, entrepreneurs give banks’ retail lending a much-needed boost Despite market saturation stunting the credit...
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HSCI / HK Connect Sep 2026 Rebalance: Post-Announcement Positioning
HSIL announced the September review result on 21 Aug 2026 after market close. We forecast 53 southbound Connect ADDs and 15 DELETEs. We review the...
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