EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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Hong Kong Single Stock Options Weekly June 08–12: Financials Lead, Vols Diverge, SPCX Debuts
A late HSI rally softened the weekly decline, but single stock option activity remained focused on Calls, Alibaba headlines and rising single stock...
138 Views
HSI Index Earning Revision (Apr): MEITUAN, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB
We analyzed HSI's consensus for Apr 2026 and highlighted changes of EPS in MEITUAN, BYD Electronic, ALIBABA, CNOOC, HSBC, LI AUTO, CCB.
384 Views
CNBC Interview 5_18 on Global Markets - Outlook and Actionable Ideas in EMOutlook for Asian Markets
We are very positive on Malaysia and Indonesia. Both are facing periods of high liquidity and spending to drive growth.Japan outlook, pegged to the...
199 Views
Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for Mar26
We highlight 8 potential adds to the HSI in March. CATL is still a high prob add along with Healthcare names. Estimated turnover is 4.1% and trade...
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