HK Connect SOUTHBOUND Flows (To 13 Sep 2024); Weak Data, Weak Markets, but BABA and Banks!
The biggest week for SOUTHBOUND gross volumes in many months. It would have been the biggest week even without the launch of Alibaba Southbound...
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HK Connect SOUTHBOUND Flows (To 28 June 2024); Still a Net Buy, but Less Strong. Financials Dominate
SOUTHBOUND saw its 4th net sell day since Chinese New Year last week. But the week ended up again. That is ~20 weeks in a row. But SOUTHBOUND...
331 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
177 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
285 Views
HK Short Interest Weekly: China Overseas, Cspc Pharma, Anta Sports, Kuaishou, Jd
We analyzed the latest HK SFC report for aggregate short position as of Oct 18th and highlight short interest changes in China Overseas, Cspc...
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