China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
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HSI Index Earning Revision (Feb): PING AN INSURANCE, ALIBABA, MEITUAN, TENCENT, CSPC Pharma, HSBC
We analyzed HSI's consensus for Feb 2026 and highlighted changes of EPS in PING AN INSURANCE, ALIBABA, MEITUAN, TENCENT, CSPC Pharma, HSBC,...
447 Views
China Equity Strategy: Domestic Funds Rush to Deploy Capital in Hong Kong Market
China mainland funds have accelerated their capital deployment in Hong Kong market in the new year. The fund inflow to Hong Kong has exceeded RMB...
583 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
436 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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