China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
450 Views
China Traditional Chinese Med (570 HK): Third Time's the Charm as Sinopharm Revives Its Interest?
Due to Sinopharm's previous privatisation attempts, shareholders will be wary of the latest rumour. Nevertheless, the valuation is undemanding...
375 Views
Hong Kong Exchanges - Key Earnings Delta Was Rising Rates, Net Profit Inflated from Lower Taxation
Hong Kong Exchanges shows that much of its profit was due to rising rates on it cash deposits, and this can reverse. Lower taxation inflates...
351 Views
Northbound Flows (Feb 2nd): Moutai, CATL, Wuxi Apptec, Midea
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for Moutai, CATL, Wuxi Apptec, Midea.
415 Views
HK Short Interest Weekly: Baba, Jd, Kuaishou, Link Reit
We analyzed the latest HK SFC report for aggregate short position as of Jan 26th and highlight short interest changes in Baba, Jd, Kuaishou, Link...
348 Views