HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
395 Views
HK Short Interest - Buying Insurance
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 30 August.Total short notional...
348 Views
Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
543 Views
Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
405 Views
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
594 Views