Shorts Target Hong Kong Real Estate
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 13 March 2020.Total short...
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SH/SZ Connect Flows: $6bn Outflows, Walvax, Wuxi Apptec, Dahua
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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AIA - Resilient, But Not for Long
VONB Solid Despite Hong Kong, But AIA Needs to Come Clean on VONB Assumptions: Value of New Business (VONB) improved 5% YOY to USD $4.15bn, due in...
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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...
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America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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