CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
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ChiNext/ChiNext50 Index Rebalance Preview: Maxing Out the Changes
There could be 10/5 changes for the Chinext/Chinext50 indices in Dec. Largest flows in the 2 stocks that are adds for both indices. Adds...
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Quiddity Leaderboard ChiNext & ChiNext 50 Dec25: Multiple Changes to Expectations; New Ideas
We expect US$989mn and US$276mn one-way flows, respectively, from the ChiNext and ChiNext 50 index rebal events in December 2025. There are...
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