China & HK Strategy: Names to Watch for Market Value Management
SASAC issued "Several opinions on improving and strengthening the market value management of listed companies controlled by central enterprises"...
485 Views
EQD | Global Option Implied Volatility - From Nifty 50 to Bitcoin, Plus BTC-Bond Special
Opportunities in Nifty 50 and Bitcoin options due to bullish trends and positive sentiment. Global volatility overview of 15+ markets and...
198 Views
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...
496 Views
Emerging Markets Ex-China: Looking Back... And Forward
EMXC's AUM has increased from US$420m in March2021 to US$11bn now. That has led to selling of China stocks and buying of other EM stocks. The U.S....
460 Views
Ping An A/H Premium: Blow Out Could Lead to Sharp Reversal
The Ping An AH premium has dropped from the highs of 40% mid last week. There should be a further drop in the AH premium, but it could be a bumpy...
885 Views