Huge Short Covering Last Week
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 20 March 2020.Total short...
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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...
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Positions Built Up Ahead of the Carnage
We take a look at the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 6 March 2020.Total short...
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China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
346 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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