EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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HK - Huge Sectoral Divergence in Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 10 January 2020.Total short...
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HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
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Major Indexes Testing Support & Vulnerable to Further Weakness
Most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or...
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China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
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