Shanghai/Shenzhen Connect Flows: $2.6 Bn Inflows Last Week, All Time High Northbound Holding
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
390 Views
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
495 Views
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...
758 Views
HSCEI Rebalance - The Names They Are a Changin'
The Hang Seng Indexes Company Limited (HSIL) announced the results of its review of the Hang Seng Family of Indexes on Friday post market close....
493 Views
HSCEI Rebalance Preview - December 2019
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2019 Q3 review of the Hang Seng Family of Indexes on 8 November. The...
578 Views