China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
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HK Connect Flows: Close Meituan/Elong Trade with a 14.5% Profit
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
341 Views
HK Connect Flows: USD 729 Million Inflows into Meituan Since Inclusion
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
401 Views
China Banks: Long ICBC, Short Bank of Tianjin
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Tianjin (1578 HK) Our conviction is that shares of...
390 Views
Long-Short Pair Trade: ICBC - Bank of Nanjing
We advocate a Long-Short trade over a 12 month horizon in ICBC (H) (1398 HK) versus Bank Of Nanjing Co Ltd A (601009 CH) . Our conviction is that...
409 Views