HSCEI Dividends - Back to the Futures?
Dividend futures give investors exposure to a specific cash flow stream of a company, unlike stocks where investors are exposed to a continuous...
656 Views
HK Connect Ideas: Six Weeks of Inflows, BEW, Solars (2019-06-21)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
346 Views
HK Connect Ideas: Five Weeks of Inflows, Dalian Port Outflows (2019-06-14)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
572 Views
Bank of China – An SOE Bank that Is Not Immune
Rural banks come to mind. Medium-sized banks as well. But it is not one of the large four SOE banks that we to feel will have some of the highest...
582 Views
China: The Shift to a More Autarkic Governance Regime Will Hurt the Economy and Investors
On a tactical level, both onshore and offshore listed Chinese equities are starting to appear somewhat oversold and would rally sharply if the US...
615 Views