HK Connect Snippet: Two Consecutive Weeks of Inflows, Tencent, Geely (2019-05-24)
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...
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HK Connect Ideas: Tencent Inflows and Geely Outflows (2019-05-10)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
559 Views
HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
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China New Higher Education: Negatives Mostly Baked-In
China New Higher Education’s (CNHE) share price has more than halved since my bearish note in June last year. The fall in share price was caused...
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China Trip Notes - Education Spend On Korean Path…
I began my recent Asia trip speaking at an investor conference in Vietnam, where I focused on the shift in the EM development model toward value...
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