US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
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Zhongsheng Group: Strong Visibility for Luxury Autos
We had a conversation with the management of Zhongsheng Group (881 HK) which is a leading luxury auo
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HK Short Report: Alibaba Health, Hope Education
Hong Kong SFC reported yesterday for aggregate short position on Aug 07. The aggregate short value for equities increased by $848m (+1.4%) WoW but...
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HK Short Report: Evergrande Health, Zhuzhou CRRC
Hong Kong SFC reported on today for aggregate short position on Jul 17. The aggregate short value for equities decreased by $-3,569m (-5.5%) WoW...
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HK Short Report: Big Short Cover for China Feihe
Hong Kong SFC reported aggregate short position on Jul 10. The aggregate short value for equities increased by $3,515m (+5.7%) WoW and increased by...
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