CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
A-H Premium Weekly (Mar 13th): CNOOC, BYD, Great Wall Motor, Crrc, CATL, Huaneng Power International
We analyzed A-H premium changes in the past week and highlight A-H premium changes for CNOOC, BYD, Great Wall Motor, Crrc, CATL, Huaneng Power...
324 Views
A-H Premium Weekly (Mar 6th): Sinopec, COSCO Shipping Energy, China Coal Energy, CNOOC
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Sinopec, COSCO Shipping Energy, China Coal Energy, CNOOC,...
290 Views
Hong Kong Connect Flows (February): USD 11bn Inflows
We analyze the monthly HK Connect flows in February. We estimate the inflows to be USD 11.3bn. We highlight top flows for Tencent, Xiaomi, Meituan,...
509 Views
HK Connect Flows Weekly (Feb 27th): Tencent, Alibaba, Xiaomi, Meituan, Hua Hong Semiconductor
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Alibaba, Xiaomi, Meituan, Hua Hong...
442 Views