In today’s briefing:
- A/H Premium Tracker (To 22 Mar 2024): Liquid AH Premia Still At Wides
A/H Premium Tracker (To 22 Mar 2024): Liquid AH Premia Still At Wides
- The New/Better A-H Premium Tracker has tables, charts, measures galore to track A/H premium positioning, southbound and northbound positioning/volatility in pairs over time, etc.
- SOUTHBOUND a net buyer every day since the end of Chinese New Year. Still. NORTHBOUND a huge net seller this week, but net buyers in size (RMB +86bn) over 8wks.
- For the first time in a while, AH premia among liquid stocks fell convincingly. Narrow AH premia pairs saw Hs outperform more than wide AH premia Hs (vs As).
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