HSI - Potential Impact of WVR Share Inclusion & Finance Sector Capping
On 8 November, Hang Seng Indexes announced the results of the quarterly index review of the HSI and HSCEI. While making no changes to the HSI, Hang...
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European Banks: Exemplars of Climate Finance
Last week, I published a report and used a proverb as entré into the main topic.For this report, a particular colloquial idiom seems appropriate:...
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DBS – Fallout
Hong Kong is in recession. There will be consequences. DBS Group Holdings (DBS SP) has expanded in HK more aggressively than any of its other...
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HSBC – Granular Detail on Poor Results
There should be no surprise at the dismal results for HSBC Holdings (5 HK). The bank remains incredibly exposed to numerous risks, including by not...
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HK Shorts - Hong Kong Focused Banks In The Crosshairs
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 18 October. Total short...
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