Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
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HSCEI Index Rebalance: Historical Patterns & Mar '25 Event Analysis
HSCEI March 2026 rebalance: positioning timing, reversal patterns, and flow-impact analysis across 14 completed events; medium-conviction signal...
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[Quiddity Index] Hang Seng Family Capping Set - US$5.2bn to Trade on Friday 6 March
We see US$5.2bn to trade on Friday for the 6 major indices in the Hang Seng rebalance cycle. There are, of course, hundreds of other smaller...
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HSI, HSCEI, HSTECH, HSIII, HSBIO Index Rebalance: US$5bn of Flows Post Capping (Mar 2026)
The March rebalance of the HSI, HSCEI, HSTECH, HSIII, HSHKBIO indices will use today's closing prices for capping. The round-trip trade across the...
992 Views
HK Connect Flows Weekly (Feb 27th): Tencent, Alibaba, Xiaomi, Meituan, Hua Hong Semiconductor
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent, Alibaba, Xiaomi, Meituan, Hua Hong...
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