Hong Kong Connect Flows: Tencent Led the Inflows
We note that there has been weekly net inflows into Tencent in the past five weeks. Last 30 day inflows into Tencent amounted to USD 2.4bn.
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Hong Kong Connect Flows: Anta and Xiaomi
This week we will highlight inflows into Anta Sports Products (2020 HK) and Xiaomi Corp (1810 HK), Wuxi Biologics (2269 HK), as well as outflows...
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Where Are Global Value Funds Positioned?
With Value funds capturing some long awaited outperformance this year, we analyse the current holdings set up among the active Global Value funds...
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Asia Short Interest: Kuaishou, HKEX, SHK, Anta, Nexon, Toshiba, Toyo Tire, HIS, Hynix, TSMC, UMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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China Dongxiang (3818 HK): It's Not a Sportswear Company....It's a Cheap Investment Fund
China Dongxiang is a deeply undervalued asset play, instead of a second-tier sportswear company in China. We believe focusing on the sportswear...
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