Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
HK Short Interest Weekly: Li Ning, Country Garden, HKEX, JD.com, Longfor
We analyzed the latest HK SFC report for aggregate short position as of Dec 23rd and highlight short interest changes in Li Ning, Country Garden,...
Hong Kong Connect Flows Monthly: 12 Months of Inflows
We analyzed the Hong Kong Connect Scheme for December and highlight flows for Meituan, HKEX, China Unicom, Shenzhou Intl, Sensetime, Xiaomi, HSBC,...
Hong Kong Connect Flows (Dec 30th): Tencent, Meituan
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Tencent Holdings Limited (700 HK) and Meituan (3690 HK).
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