CSI 300 June 2026 Rebalance: Pre-Implementation Update
CSI 300 enters implementation on 15 Jun 2026. We update post-announcement stock performance and discuss implementation trades.
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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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Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
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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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The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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