FXI Rebalance Preview: Two Changes Likely in June
There could be 2 changes for the FXI in June. One of the adds will also be added to a global index at the same time. The H/A discount has widened...
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Hong Kong Connect Flows (May): End of Continuous Monthly Inflows
We estimate outflows to be $0.6bn from mainland investors to HK stocks in May. We highlight flows for SMIC, Alibaba, Tencent, China Mobile,...
125 Views
HK Short Interest Weekly: Lenovo, Sunny Optical, China Life, China Resources Land, China Hongqiao
We analyzed the latest HK SFC report for aggregate short position as of May 22nd and highlight short interest changes in Lenovo, Sunny Optical,...
129 Views
HK Connect Flows Weekly (May 29th): Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources Land
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, SMIC, Tencent, Petrochina, Yofc, China Resources...
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Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
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