China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
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HK Connect Flows: Meituan Led $1bn Inflows
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...
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HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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CSRC Green Lights Full Circulation Of H Shares
Back in June last year, I flagged (Legend's Conversion of Domestic Shares) 850mn shares entering Legend Holdings Corp H (3396 HK)'s share registry...
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