HSCEI Sep 2026 Index Rebalance Forecast
We pair a WuXi Bio ADD with a Shenzhou DELETE at mid conviction. The committee skipped WuXi Bio last review, but this time we would not rule the...
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HK Connect Flows Weekly (Jul 24th): Tencent, Knowledge Atlas, Kingboard Laminates, Ntes, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), Knowledge Atlas (2513 HK), Kingboard...
132 Views
GEM Weekly (14 Jan 2022): Chinese Inflation, South Korean Repo Rate, Kakao, LG, Alibaba, Ant
Global Emerging Markets weekly provides a summary of the key news developments impacting the largest countries and constituents of the Global...
396 Views
Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
413 Views
HK Short Interest Weekly: Tencent, Kingboard Laminates, Hua Hong Semi, Alibaba, Ntes, Kingboard
We analyzed the latest HK SFC report for aggregate short position as of Jul 3rd and highlight short interest changes in Tencent (700 HK), Kingboard...
126 Views