Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
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Aequitas: Wuxi Lead A/H Lockup Expiry - US$190m Release, All Financial Investors
Wuxi Lead Intelligent Equipment (470 HK), raised around US$725m in its H-share listing. Its cornerstone investors will soon be released from their...
141 Views
MSCI China Funds: Semiconductor Growth Stalls
With near record overweights and stalling ownership growth, active China managers should consider whether overweight Semiconductors is the right...
699 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
402 Views
Aequitas: Omnivision A/H Lockup Expiry - Smallish Release with Cornerstone Underwater
Omnivision Integrated Circuits (501 HK) (OVIC, 603501 CH), a semiconductor company, raised around US$600m in its H-share listing. The lockup on its...
120 Views