Global Stall Speed Growth
Massive central bank liquidity and fiscal stimulus came rushing in to stabilize the global economy in 2019, and should continue in 2020. However,...
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HK Connect Flows: One Year High Inflows into Tencent
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...
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China Internet Weekly (20Jan2020): 18,000 Game Developers Bankrupt, PDD Sued in 1,765 Lawsuits
The Weekly will be suspended for two weeks and be back on February 10, as normally Chinese authorities and companies do not release significant...
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Hong Kong Buyback Weekly: Xingyi Glass, Yichang HEC, Consun Pharma
Hong Kong Exchange publishes share repurchases by listed companies on a daily basis. In our weekly note, we will provide statistics on top...
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Ping An Long/Tencent Short Pair
We are long/bullish Ping An Insurance (H) (2318 HK) from some time ago (87 region) and just sold Tencent Holdings (700 HK) at 387 (too...
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