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...
367 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...
528 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.
161 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.
450 Views
HSCI Index Rebalance and Stock Connect: Potential Changes in December & March (There's a Lot!)
There could be 3 adds in December while there will be MANY more changes in March. The adds should outnumber the deletes, but there will be many...
537 Views