JD.com Tencent Div Distribution - The US$10bn Overhang
On 23rd Dec 21, Tencent declared a dividend in the form of distribution in specie of 1 share of JD.com for every 21 shares of Tencent. The shares...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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China Insurance - 7M24 Monthly: Life Momentum Kept Strong
CN listed insurers released better-than-expected July premiums with life prints showing continued strong momentum on top of a high base in 7M23.
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Northbound Flows (Aug 16th): CATL
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlighted flows for CATL (ticker: 300750 CH).
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HK Short Interest Weekly: Baba, HSBC, Ntes, AIA, Bidu, Galaxy Ent
We analyzed the latest HK SFC report for aggregate short position as of Aug 9th and highlight short interest changes in Baba, HSBC, Ntes, AIA,...
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