HSCEI Index Rebalance: Zijin Mining In; Xinyi Solar Out; SenseTime Survives (For Now)
Zijin Mining will replace Xinyi Glass in the HSCEI at the close on 7 June. Zijin Mining has jumped over the last few months but still trades...
590 Views
China Takes It up Another Notch-Property Proposals Change the Game
Unsold property proposals are BIG news for China markets. China is emulating the Fed's strategy of boosting market confidence with positive news...
489 Views
HSCEI Index Rebalance Preview: One Change or Two in June?
Announcement is in 4 trading days. Among the potential deletes, SenseTime has soared while Xinyi Glass has dropped. Zijin Mining, Beigene and PICC...
974 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
657 Views
Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
411 Views