HK Connect Flows: Inclusion Effective Next Monday
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
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Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
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HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
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Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
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