Active Fund Manager's Favoured (And Least Favoured) China Stocks
In this report, we show 2 portfolios based on the most favoured and least favoured stocks among High Active China focused equity managers. The...
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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HK Weekly Short Interests: Spike for Tencent, Meituan, Big Covers for China Gas, Longfor
Hong Kong SFC reported on today for aggregate short position on Apr 17. The aggregate short value for equities increased by $1,621m (+3.0%) WoW and...
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China Gas Short Interest Plunges as Placement Provides Exit
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 17 April 2020.Total short...
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Longfor Placement: A Perplexing Derivative Transaction of Major Shareholder
Citi announced a placement to sell 78.39 million shares of Longfor after market close today. The deal was said to be a delta hedge to facilitate a...
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