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Has the new year kicked off a bull market in China’s H-shares?  Buy the high dividend-yield mainland stocks listed in Hong Kong.

With the incoming Biden administration likely to lower the temperature and uncertainty of trade relations, Chinese investors are increasingly focusing on the attractiveness of relatively-cheap H-shares.  Last week, total net capital flows from the mainland to Hong Kong, often dubbed “southbound flows” by local market participants, reached 55 billion yuan ($8.5 billion), an all-time high for a single week.  Given that last week was the first trading week of 2021, this was a super-bullish signal to us.  Within the Hong Kong market, the value- and cyclical-oriented Hang Seng China Enterprises Index (HSCEI Index, HKD 11,185) is exhibiting nascent signs of breaking out against the growth- and tech-oriented Hang Seng Technology Index (HST...

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