HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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HK Connect SOUTHBOUND Flows (To 30 Aug 2024); Weak Econ Data, But a Rebound in SB Net Buys
SOUTHBOUND Connect flows picked up to the positive side again after the buy streak was broken the week before. Gross flows picked up. Econ data was...
357 Views
Technically Speaking: Breakouts & Breakdowns: HONG KONG (July 17)
Sinopec Engineering and China State Construction have entered short term corrections while CRC has broken its downtrend in the near term. Yum...
230 Views
Technically Speaking: Breakouts and Breakdowns in HONG KONG (July 10)
Share prices of Smoore International, China Communication Services and GDS had Bullish technical signals while Samsonite and Huatai Securities have...
237 Views
June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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