CSI 300 June 2026 Rebalance: Post-Announcement Positioning
CSI 300 June 2026 post-announcement trading is live. ADD strength is concentrated in a few forecast names. The opening gap should set chase and...
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CSI 300 May 2026 Index Review Forecast
CSI 300 May 2026 review: we expect 4 High Conviction ADDs and 6 Mid Conviction ADDs, offset by 8 Likely DELETEs, 7 Borderline or rank-driven...
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Trump's Executive Order on Chinese Military Companies
The White House announced an Executive Order prohibiting "US persons" from "providing capital" to a list of "China Military Cos" which has been...
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China Aerospace & Defense A Shares: Value After Recent Sharp Rally
The China aerospace & defense A-share sector has had a stellar performance over the last two months, logging an average of 59.5% return. ...
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Smartkarma Originals
China Aerospace & Defense A Shares: An In-Depth Walkthrough
China's aerospace and defense industry offers unique investment opportunity to investors, but due to its high sensitivity, all major companies...
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