Hong Kong Event Downside Support/Target
We want to outline probable downside targets given increasing risk of a military response out of China once the HSI is back below 25,000 pivotal...
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Risk Ripples Below SPX 2950
In this webcast we update levels and momentum triggers in our base case bear scenario post Fed and below SPX 2,950. We started shorting weaker...
433 Views
Chow Tai Fook (1929): Protest Casualty
The ongoing protest in Hong Kong does not help to lift up the already dull retail sales growth in 2019. Although mainland Chinese tourists still...
459 Views
The Legacy: The Electoral Fudge that Is Hong Kong
Hong Kong is headline news for all the wrong reasons these days. An out-of-touch, appointed government of civil servants (all of the business...
507 Views
Beijing’s Setback in Putting Genie Back in the Bottle;Market Cheering on the Unlikely Trump-Xi Deal
When we post pictures of the massive protests in HK over the last few weeks on WeChat Moments, often mainland Chinese contacts ask, “Where is...
454 Views