HSCI Index Rebalance Preview and Stock Connect: A Lot of Change
We forecast 44 adds/19 deletes for the HSCI in March leading to 37 adds/deletes for Southbound Stock Connect. There could be more Connect changes...
835 Views
Hong Kong Connect Flows Monthly: $7bn Inflows in November
We analyzed the Hong Kong Connect Scheme for November and highlight flows for Tencent, Wuxi Biologics, HKEx, Country Garden, Meituan, ICBC, China...
376 Views
HSCI Index Rebalance and Stock Connect: Changes at the Margins
We see 3 inclusions for the index in Dec, and then 26 adds/16 deletions in March. Following the March rebal, we see 22 adds/37 deletions for Stock...
547 Views
Hong Kong Connect Flows Monthly: $8.1bn Inflows in October
We analyzed the Hong Kong Connect Scheme for October and highlight flows for Tencent, Meituan, Wuxi Biologics, Li Auto, Kuaishou, Tsingtao Brewery.
171 Views
Hong Kong Stocks Priced For Liquidation
With investors chucking in the towel and the HSI touching a thirteen-year low, it's time for some old school perspective.
458 Views