Index Rebalance & ETF Flow Recap: HSI, HSCEI, HSTECH, HSCI, S&P/ASX, SET50, LIC, SBI Sumishin, Crown
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
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HSCEI Index Rebalance: Another Evergrande Stock Is Deleted; Xinyi Solar IN
Xinyi Solar replaces Evergrande Prop Serv in the HSCEI at the close on 4 March. Xinyi Solar is up 20% from its early Jan lows. Short interest on...
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Rising US Interest Rate: A Look at Which HK Blue Chips Are Less Vulnerable
We look at what companies in the Hang Seng Index are more immunized to the rising US interest rate environment; and found the top five are with...
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HSCEI Index Rebalance Preview (March 2022): One Potential Change with Caveats
Xinyi Solar could replace Evergrande Property Services in the HSCEI at the March rebalance. Changes in the FAF for the stocks could either mean no...
597 Views
“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
761 Views