A/H Premium Tracker (To 19 Jul 2024): SB Bought, NB Sold, HK Crushed Vs A-Shares
As HK stocks got crushed during the week and A-shares did well, and SOUTHBOUND did not seem to buy the banks or SOEs, AH Premia jumped. The carry...
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A/H Premium Tracker (To 12 Jul 2024): Roughly Flat Week Ahead of 3rd Plenum, Possible A Short-Covers
AH Premia among dual-listed H/A-share pairs were slightly up on average, slightly down for liquid pairs. Some results may have been driven by short...
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A/H Premium Tracker (To 5 Jul 2024): Spread Curve Torsion Still Strong
SOUTHBOUND was a buy, NORTHBOUND a sell. HA Premia contracted slightly but wide premia saw significant H outperformance, narrow premia saw A...
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A/H Premium Tracker (To 28 Jun 2024): AH Premia Still Rebounding But Wide Spreads Narrowing
AH Premia continue to gently rise, but the very wide spreads are seeing Hs outperform As. This "twist" is still a good strategy in my book. The...
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A/H Premium Tracker (To 21 Jun 2024): AH Premia Stabilising Lower, Can Move A Leg Lower Still
The Quiddity AH Monitor shows that while AH Premia have spent weeks "bouncing" off multi-year lows, the rebound impetus is slowing. There's room...
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