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...
180 Views
HK Connect SOUTHBOUND Flows (To 12 Apr 2024); Strong Net Buying. New State Council and CSRC Plans
Strong SOUTHBOUND Connect flows continue. Only one net sell day since the end of Chinese New Year. H-shares were flat to up while A-shares were...
426 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
Xinyi Solar, BYD, and Bank of China
The main drivers for Hong Kong stock rallies are short covering, buybacks, and China government real estate support measures announcements.
908 Views
Sanctions on Russia Sound Alarm for Chinese Banks
China’s banks find themselves walking a tightrope amid the deepening economic warfare between Russia and the West. Chinese institutions are...
221 Views