Primer: Xinte Energy (1799 HK) - Aug 2026
Xinte Energy is a major global producer of high-purity polysilicon, a critical material for the solar photovoltaic (PV) industry, and also...
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Screening the Silk Road: Q4 2021 High-Risk Names to Avoid
As we move through into Q1 2022, we expect to see volatility around highly priced & leveraged names. This screen is a key starting point towards...
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Hong Kong Connect Flows (March): $24 Bn Monthly Inflows
We analyzed the Hong Kong Connect Scheme for March and highlighted flows for Alibaba, China Mobile, Xiaomi, Guotai Junan, Ke.
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HSCI Index Rebalance: 29 Adds, 41 Deletes & Changes to Southbound Stock Connect
There are 29 adds/ 41 deletes for the HSCI in March. We expect 27 inclusions and 28 deletions for Southbound Stock Connect. There are big holdings...
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HSCI Index Rebalance Preview and Stock Connect: Updated Potential Changes in March 2025
There could be 89 changes for the HSCI in March. That could result in 73 changes to the Southbound Stock Connect list and also have implications...
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