HSCEI Index Rebalance Preview - September 2020
The Hang Seng Indexes Company Limited (HSIL) will announce the results of the 2020 Q2 review of the Hang Seng Family of Indexes in mid August. The...
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HK Short Report: Wuxi Apptec Short Spiked
Hong Kong SFC reported today for aggregate short position on Jun 05. The aggregate short value for equities increased by $986m (+1.7%) WoW and...
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China Auto: Buy Thesis Remains Intact, Sales Will Accelerate over the Summer
Share price performance of China auto stocks in the past 2 weeks has been weak. This can be attributed to slower-than-expected increase in auto...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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Global Emerging Markets: Unloved Stocks
Many stocks in the benchmark MSCI Emerging Markets index are largely avoided by active investors. To screen for unloved stocks, we filter our...
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