"Buy the Worst" - A Simple Strategy to Beat the Hang Seng Index in 2020 and the Years to Come?
Based on a "Buy the Worst" strategy, we can achieve a 39pp outperformance against the HSI over the last three years. Instead, using a "Buy the...
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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...
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Sunny Optic (2382): Expensive and Future Still to Be Decided
Trade talks between the US and China have reached the first conclusion but the difficult part is yet to happen; on IP and technology transfer; two...
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HK Connect Flows: HSBC, Huaneng Renewable
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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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...
431 Views