HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
699 Views
China: Growth Inevitably Set to Flag as All Monetary Easing Proves Inefficacious
China's M2 is double the size of US M2, but further monetary easing futile amid capital flight and lack of credit demand amid deflation and over...
308 Views
JD.com (9618 HK): Index Implications of Walmart Placement
Walmart is looking to sell its entire stake in JD.com. The ADR is lower in the aftermarket and the HK-line is down 10.8%. Passive trackers will buy...
820 Views
HSTECH Index Rebalance: ASMPT (522 HK) Replaces Ping An Healthcare (1833 HK)
ASMPT will replace Ping An Healthcare in the HSTECH at the close on 6 Sep. Changes were expected but positioning appears light. With 6.5% of float...
591 Views
Hang Seng Internet & IT Index Rebalance: Three Changes & A Few Surprises
There are 3 changes for the HSIII in Sep. Estimated one-way turnover at the rebalance is 3.4% resulting in a round-trip trade of HK$2.04bn...
671 Views