Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows
We estimate inflows to be $4.6bn from mainland investors to HK stocks in June. We highlight flows for Alibaba, Kingboard Laminates, Kingboard,...
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TMI Snapshots: China Property Sentiment Indicators Recover Post "Three Red Lines" & Evergrande Drama
After 3 months of consistent slowdown and a dip into outright negative territory, our China Property Indicator is showing signs of recovery News...
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🇨🇳🇭🇰 That Was The Week That Was • Hong Kong/China - 12th~18th August 2019 @Smartkarma
• TW3 HONG KONG/CHINA 12~18 AUGUST •The weight of this week's 28 China/Hong Kong Insights was surprisingly more bullish in its tone (18 bull/10...
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Smartkarma’s Week That Was in China, Japan, & Korea: Markets Tank on Intensifying Global Trade Wars
"Government 'help' to business is just as disastrous as government persecution... the only way a government can be of service to national...
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China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?
We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...
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