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...
759 Views
TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
352 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
335 Views
HK Connect Flows: Activities Amid Inactivity Before Golden Week (2019-10-04)
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
431 Views
HK Connect Ideas: Sunny Optical, Shenzhou Intl, AIA, Weak Flows Ahead of Golden Week (2019-09-27)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
490 Views