Shorts on Hong Kong Banks Continue Rising
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 28 February 2020.Total...
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Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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SoC Return Reset to 8% from 9.99%, and CLP's FVE Lowered to HKD 64
We lower our fair value estimate for CLP to HKD 64 per share from HKD 70, following the decision by the government to cut the Scheme of Control, or...
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TVB - Whitewash Musings
The despatch of Television Broadcasts Ltd (511 HK)'s Offer Document has been delayed thrice since TLG’s "bid" failed to materialise.The last two...
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