EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Chinese Airlines: Domestic Market Gets a Little Challenging in the Near Term, How to Play It?
Slowed domestic air traffic in Dec and rise in local COVID-19 cases mean more challenging environment in the next two months. "Long Air China,...
267 Views
Asia Short Interest: BIG Covering in HK & Korea
There was a big drop in short interest in Hong Kong and Korea while shorts rose in Japan mainly led by ANA on the back of the offering. Shorts in...
353 Views
Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
290 Views
Hang Seng Index Rebalance: Three Adds, One Delete, High Turnover, and More Changes to Come
There are 3 adds and 1 delete to the HSI in the Dec20 index review with a one-way turnover of 7.68%. The upcoming market consultation means there...
633 Views