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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HSCEI Index Rebalance Preview: One Deletion For Sure, Could Be One More Change
Following JD Health's Fast Entry into the HSCEI, PetroChina is a high probability deletion in March. There is a low probability of Country Garden...
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Emerging Market Positioning: Macro Overview
Copley Fund Research analyse the holdings of long only Mutual Funds. In this analysis, we focus on Global Emerging Market Funds. Our GEM fund...
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Asia Short Interest Weekly: Meituan, JD, PingAn, SMIC, Japan Divs, Netmarble, Shinpoong, Genius, TXC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
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