China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
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Index Rebalance & ETF Flow Recap: CSI300, CSI500, SSE50, ChiNext, KOSPI200, Renesas, IDX30/LQ45
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
681 Views
ChiNext/ChiNext50 Index Rebalance Preview: Overlapping Names Increases Flow
There could be 7 changes for the ChiNext and 5 changes for the ChiNext50. Round trip trade is estimated at US$636m. There is overlap between the...
607 Views
China: Sliding Market Leads to Passive Selling
A rapidly falling market could be upwards of 74 China stocks being deleted from passive portfolios. These stocks have underperformed the headline...
679 Views
CSI500 Index Rebalance Preview: High Turnover & Big Flow
We forecast 50 changes in June leading to one-way turnover of 9.1% and one-way trade of CNY 5.34bn. There will be over 1x ADV to trade on 28...
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