HK Connect Ideas: Tencent Inflows and Geely Outflows (2019-05-10)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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HK Connect Ideas - April Snapshot (WH Group, Ping An, Geely)
This is a monthly version of our HK Connect Ideas weekly note, in which I highlight Hong Kong-listed companies leading the southbound flow on a...
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Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
510 Views
HK Connect Ideas: Tencent Inflows Not Sustained After Game Approval (2019-04-12)
In our weekly HK Connect Ideas series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
722 Views
China Auto: New Incentives Bring New Demand
A speech from Ministry of Commerce last week represented that China would introduce a few incentives to boost auto consumption soon. Among these...
596 Views