Why Going Global Is Crucial for China’s Petrochemical Producers
China’s petrochemical companies should speed up their overseas expansions, with a focus on building up capacity to withstand fierce domestic...
531 Views
Perfect Storm: Skyrocketing PET Spreads...What’s Happening and Who Benefits?
Polyethylene terephthalate (PET: bottle grade) spreads have skyrocketed since April, setting five consecutive weekly highs.We see three reasons for...
363 Views
CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way Turnover
There are 50 adds/deletes for the index in Dec. One-way turnover is 12.6% leading to a one-way trade of CNY 9bn. There are 16 overlaps between the...
924 Views
CSI300 Index Rebalance: The Surprises Could Outperform
There are 15 changes in December. Most of the deletions were forecast but there are surprises among the adds. One-way turnover is 2.4% and the one...
889 Views
CSI500 Index Rebalance Preview: 50 Adds/Deletes in December
We expect 50 adds/deletes at the December rebalance with one-way turnover expected to be over 13% & the one-way trade around CNY 8bn. There is a...
535 Views