A Review Of "Buy the Worst" Strategy in 2020 and Can It Beat the Hang Seng Index in 2021?
While our "Buy the Worst" strategy underperformed the HSI sharply YTD, we see extending the strategy into 2021 may catch up as the rotation back to...
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Asia Short Interest: JD, NetEase, Xiaomi, SMIC, M3, Toto, LG Chem, Celltrion, Largan, TSMC
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan names to gauge investor interest in the stock.
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China's Next Generation: Diversifying Away from Tencent and Alibaba.
China exposure is becoming more concentrated in a small number of large cap stocks. We identify the next generation of China stocks by analyzing...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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Asia Short Interest Weekly: Rising Shorts in HK, Japan and Taiwan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest that could be...
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