The post below is based on our note to VP clients on July 12th.
Very interesting. So large caps like BABA and JD ?
On-shore A-share would be most direct beneficiary of trapped liquidity, but will be inevitable leakage to H-shares
Very interesting. So large caps like BABA and JD ?
On-shore A-share would be most direct beneficiary of trapped liquidity, but will be inevitable leakage to H-shares