Trade Idea Update/HK Connect Weekly: $158m Inflows into China Feihe, Basket Outperformed
In this insight, we will provide an update on the inclusion news today and recap on the basket performance of stocks that are included into the...
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HK - Tencent, Ping An, SMIC, Xiaomi Lead Shorts; Covering on Alibaba, AIA, HSBC, HKEX
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 14 February 2020.Total...
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HK - Big Shorts in Financials and Consumer Discretionary Names; A Look at Airline Stocks
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 17 January 2020.Total...
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HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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