HSCEI Index Rebalance Preview: One Change or Two in June?
SenseTime may be deleted in June while Zijin Mining could be added. BeiGene is a close add pending the Velocity Test. Estimated turnover at...
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Junior Copper Miners: An Update After 1Q24
Update on favorite junior copper miners as copper prices rise, Entree Resources (+22%) outperforms while Arras Minerals (-18%) lags.
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HSI Index Rebalance Preview: Better Late Than Never?
Adding 4 stocks gets us to 80 members - a target that was to be reached by mid-2022. We list 10 potential adds where passive trackers will need to...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
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