Hong Kong Single Stock Options Weekly June 29–July 03: Semi Rotation Drives a Shift in Tone
Semi rotation, firmer Hong Kong equities, elevated single stock implied vols, and broad Health Care strength shaped the week in Hong Kong options.
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Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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Liuliumei Co IPO: Product Diversification, Margin & Volume Strength Make It A Plum Buy
​Liuliumei's HK IPO aims to raise up to HK$499.2M for expanding production, enhancing brand and R&D in their plum-based fruit snack business....
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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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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Â Early-stage MSCI ACWI uptrend combined with constructive breadth...
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