HSCEI Rebalance Preview - September 2019
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q2 review of the Hang Seng Family of Indexes on 16 August. The...
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HK Short Interest - Numb3rs and Ch@rts
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 26 July. Total short notional in...
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TSLA China Update: June Import and Registration Data
In June, China Customs cleared 6,039 imported Tesla, of which 1,361 cars arrived last month and 4,678 cars arrived in April, but clearance was...
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Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
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China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
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