Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
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China Auto Market H1 Review- Decoupling of Auto Sales and Consumer Discretionary Consumption
A prolonged decline in new car sales obviously hurts China’s manufacturing sector and is a drag on GDP growth. But the data above does not imply a...
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Hong Kong Short Reporting - Insights from 5 July Data
We analyse the latest SFC data released today on short position reporting in Hong Kong for the week ended 5 July.Total short notional in Hong Kong...
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Geely (175.HK): Concerns Behind the 1H2019 Profit Warning
Geely guided a 40% yoy decline on its 1H2019 net profit, which is disappointing, due to recent sluggish auto market in China. In 1H2019, Geely sold...
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HK Connect Ideas: Seven Weeks of Inflows, Shenhua Energy, CIMC, Bosideng (2019-06-28)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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