Asia Ex-Japan Financials. Slowly Regaining the Faith.
Active Asia Ex-Japan managers move back in to the Financials sector after a period of heavy rotation, however allocations remain well below...
291 Views
Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
224 Views
Mega Financial – NIM Under Severe Pressure
*Blowout Quarter Not Sustainable: Mega Financial Holding (2886.TT) [Mega] reported 2Q20 profit of NTD 9.4 bn, increasing NTD 7.4 bn (384%) on a...
240 Views
Asia Short Interest Weekly - PingAn, WuXi Bio, Meituan, SMIC, Fast Retail, Sumitomo, Yageo, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
321 Views
Taiwan Banks See Sharp Increase in Shorts
Total short notional in Taiwan stocks is TWD 255,521 mm (~US$8.51 bn) as of 17 April 2020.Over the week, the largest short positions were put on in...
349 Views