Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
418 Views
Screening the Silk Road: Q3 2020 High Risk Names to Avoid
Time to remove the upper market cap limit as risk increases. Our screen from this quarter onwards is for all stocks[1]Â above a market...
400 Views
China AH Premium: Trade Ideas As We Near Previous Highs
The Hang Seng Stock Connect China AH Premium Index (HSAHP) measures the absolute price premium or discount of A-shares over H-shares for the...
828 Views
SH/​SZ Connect Flow Weekly: What Did Foreign Investors Buy in A-Share Markets After Gold Week?
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
297 Views
China Auto: Ready? Go!
We believe it's the perfect time to buy China auto now. According to CPCA, auto demand is warming up quickly. It's very likely that China's auto...
447 Views