HSCEI Dividend Futures - 2020 Oversold, 20/21 Spread Closer to Fair Value
As the Hang Seng China Enterprises Index (HSCEI INDEX) continues to drop, the dividend futures expiring in 2020 and 2021 get dragged down along...
402 Views
China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
356 Views
HSCEI Dividend Futures - Sell The 20/21 Spread
Since we published our last Insight, the HSCEI dividend futures expiring in December 2020 have sold off 7.5% mainly driven by lower economic...
457 Views
COSCO Shipping Energy (1138 HK): 10-Year Low Valuation Reflected Worst Case Scenario
Cosco Shipping Energy Transportation Co. Ltd. (H) (1138 HK), CSET, experienced a 11% drop in its share price in the last five trading days on the...
391 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
331 Views