HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
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Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
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China Ups the Ante with Relaxation of Property Curbs
The relaxation of property curbs in Beijing is a massive positive signal to the market and is not to be underestimated. Other data from China...
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Positioning Watch – Volatility Is Back, but Markets Still Lean into USD Duration.. God Knows Why..
Hi everyone, and welcome back to our weekly positioning / sentiment overview, which will be delivered to you right as firefighters have hopefully...
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Hong Kong: Q1 Short Interest Recap
Short notional in Hong Kong is HK$338bn and has been falling over the last 3 years due to a drop in the market. We look at stocks that have seen...
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