HSI, HSCEI, HSTECH, HSIII Index Rebalance: US$3.4bn of Flows Post Capping (Dec 2024)
The December rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
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Chailease - A Window on China Lending, +62% Impairment Costs, Decelerating Loan Growth in China
Chailease offers an alternative view on China lending, where its loan growth is slowing sharply, where credit costs to loans are rising...
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Hong Kong Connect Flows (November): Top Monthly Inflows in 12 Months
We analyzed the Hong Kong Connect Scheme for November and highlighted flows for Alibaba, Tencent, Xiaomi, CCB, Ping An, PICC P&C, BYD, CNOOC.
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Hang Seng Index (HSI) Rebalance: Still Baby Steps to Get to 100 Members
Kuaishou and New Oriental Ed are adds and NWD is a delete. Positioning is generally low and the stocks could move in the short-term before relative...
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Hang Seng Index (HSI) Rebalance Preview: Inclusion Candidates for December
We highlight 10 potential inclusions for the HSI in Dec. The number of constituents has not increased this year and the target to reach 100 members...
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