Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Highly experienced ex-Delta One trader with 17 years of experience trading arbitrage and related strategies across Asian markets.

Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd.

It is important to note that the information provided by Periscope Analytics is based on publicly available data and own knowledge, which has been gathered and synthesized from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions.

All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include, but are not limited to, company announcements, exchange filings, ETF and other passive investment vehicle holdings, and free float and volume data from third-party data providers. Periscope Analytics does not guarantee the accuracy and completeness of the forecasts, estimates and/or other information.

Pan-Asia Index Rebalances/ Events/ Delta One

Quantitative Analysis

Hong kong Real estate / Quantitative Analysis

The Hong Kong Property market, apart from being one of the most expensive in the world, has analysts and market commentators divided on the future direction. The protest last year initially led to falling real estate prices and lower stock prices with the subsequent recovery cut short by the Covid-19 pandemic.The passing of the National Security bill could now lead to a fresh downdraft in prices while the Work From Home (WFH) trend is expected to reduce the demand for office space.In this Insight, we take a look at how the market has positioned itself on the short side and which stocks are more affected than others.

The Hong Kong Property market, apart from being one of the most expensive in the world, has analysts and market commentators divided on the future direction. The protest last year initially led to falling real estate prices and lower stock prices with the subsequent recovery cut short by the Covid-19 pandemic.The passing of the National Security bill could now lead to a fresh downdraft in prices while the Work From Home (WFH) trend is expected to reduce the demand for office space.In this Insight, we take a look at how the market has positioned itself on the short side and which stocks are more affected than others.

China Overseas Land & Investment (688 HK)

Hong Kong Property: Protests, Covid-19, National Security Bill, WFH