Recent Move in the China A50 & Nifty Inter-Market
While broad 2Q20 market volatility saw the correlation of the FTSE China A50 Index and NSE Nifty 50 Index reach a 12 year high, the 120 day...
469 Views
China Asset Management: Record-High AUM and User Growth, Set to Expand Further in 2021
China Asset Management industry has record year in 2020, with AUM approaching RMB 20 trillion, a 35% year-over-year growth. They will account 10%...
474 Views
HSI Short and Composite Target Met
HSI short from 30k did kiss the 28k target. Shanghai composite also met the 3,450 long support as the key driver for H shares and HK with some...
260 Views
Asia Pullback Protection with USD Risk
Long equity and short the USD is a crowded trade and we are poised for a shakeout in the next few weeks. We like selling equities on a bounce...
302 Views
China's 2021 Will Look Spectacular in 1Q, but Overcapacity Will Bite Thereafter
FAI surge of 9.2%YoY in Apr-Dec 2020 will hurt once global economy normalizes in 2H 2021. But in the interim, 1Q 2021 will be spectacular for...
264 Views