CSI300 Index Rebalance Preview: Early Look at Potential Changes in June
We forecast 15 changes to the index in June leading to a one-way turnover of 2.35% and a one-way trade of CNY 5.57bn. The potential adds have...
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Northbound Flows (Oct 21st): BOE, Moutai, Ping An, Yili, China Tourism, Longi Green
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for BOE, Moutai, Ping An, Yili, China Tourism, Longi...
394 Views
Northbound Flows: Sanhua, Baoshan Iron, Sungrow, Han's Laser, Changchun High
Northbound Shanghai/Shenzhen connect recorded outflows of USD 114m last week. We highlight outflows from Sanhua, Baoshan Iron, Sungrow, Han's...
340 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows as Shanghai Comp Hit 3,400
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
502 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
692 Views