Global Telcos: An Overlooked COVID Play
The spreading of COVID-19 has challenged the existence of most companies around the world. However, the share prices of communication platforms...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
301 Views
HSCEI Dividend Futures - 2020 Oversold, 20/21 Spread Closer to Fair Value
As the Hang Seng China Enterprises Index (HSCEI INDEX) continues to drop, the dividend futures expiring in 2020 and 2021 get dragged down along...
386 Views
HK - Tencent, Ping An, SMIC, Xiaomi Lead Shorts; Covering on Alibaba, AIA, HSBC, HKEX
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 14 February 2020.Total...
351 Views
HK - Shorts Pile Into Tencent, CCB, Ping An, Sunny Optical, AIA; Cover Mobile, China Tower, BYD
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 7 February 2020.Total...
374 Views