COP26: An Overview of Investment Themes and Catalysts Related to COP26 Conference
COP26, the climate conference happening now, will impact global capital markets. Perhaps over the next two weeks, depending on headlines, but...
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
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HK Short Interest: Short Spiked for Geely, Ganfeng Lithium
We highlight the short spikes for Geely (175 HK) and Ganfeng Lithium (1772 HK) in the latest short position released by Hong Kong SFC.
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Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Ganfeng Lithium Placement - Recent Momentum Has Been Weakening, Last Deal Did Exceptionally Well
Ganfeng Lithium (1772 HK) aims to raise around US$628m to fund its capacity expansion plans and for potential investment.
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