HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
756 Views
TSMC Initiation - Currently a Core Holding - Inteqres Practical Views
TSMC is a relatively straight forward company to analyse and we continue to like the company. However, we caution that TSMC is quite a way through...
347 Views
HK - Stocks Higher, Shorts Higher
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 22 November.Total short notional...
327 Views
HK Connect Flows: Activities Amid Inactivity Before Golden Week (2019-10-04)
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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