A Mid-Year Review of Our “Buy the Worst” Strategy 2022: In Tandem with the HSI
While "Buy the Worst" strategy only performed in line with the HSI YTD, there is potential for the portfolio to catch up in 2H22. Meanwhile, "Buy...
Weilong Delicious Global Pre-IPO - Growth Is Slowing but Pre-IPO Valuation Has Been Halved
Weilong Delicious Global, a spicy snack food company in China, aims to raise around US$500m in its Hong Kong IPO. In this note, we look at the...
Shanghai/Shenzhen Southbound Connect: Weekly Moves (30 June 2022)
Inside is a recap of movements in the last week relating to the Shanghai and Shenzhen-Hong Kong Stock Connect. Overall, net inflow was ~US$1.5bn,...
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