HSTECH Index Rebalance Preview: $800m Round-Trip Trade
We do not forecast any constituent changes for the HSTECH index in December. Capping changes will lead to a one-way turnover of 2.15% and a round...
949 Views
Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
1.6k Views
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
Naspers X Prosus Discount Update Post Tencent 2Q FY24 Results, Narrowing Gains Momentum
The discounts of Naspers and Prosus have continued to narrow through August. We provide an update on how the discounts have traded since Tencent...
540 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...
819 Views