A/H Premium Tracker (To 8 Nov 2024): AH Premia Lower Despite A-Share Outperformance
SOUTHBOUND was a big buyer last week of H shares. AH Premia fell slightly. Wide spreads saw Hs outperform. Narrow spreads underperformed. I expect...
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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
A/H Premium Tracker (To 26 Apr 2024): Best Week in a LONG Time for Hs Vs As - Time To Get Long H/A
AH Premia have finally turned a corner. Weeks of bouncing back and forth has led to lower premia, especially on average as wider spreads narrow...
468 Views
Technically Speaking, Breakouts and Breakdowns: HONG KONG (SEPTEMBER 3)
Hong Kong market broke its downtrend however it met strong resistance just above 18k. PICC and Sinopec broke to new highs relative to MSCI...
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Leaders and Laggards in Advanced Asia-Domiciled Insurance Sector
Insurers domiciled in Advanced Asian Economies have reaped the benefits of the higher-for-longer interest rate environment that has buoyed...
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