China Healthcare Weekly (Aug.4) - TCM Rally Ends, P/E Ratio Becomes Ineffective, IRay Technology
Rally of TCM sector has probably ended. Traditional P/E ratio becomes ineffective sometimes. iRay’s current valuation is comfortable for trades,...
290 Views
China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
410 Views
STAR50 Index Rebalance: Two Changes; Pre-Positioning Appears Light
There are 2 changes for the STAR50 in Sep. The adds/dels were expected and there has been big outperformance over the last few weeks. But,...
461 Views
STAR50 Index Rebalance Preview: Potential Changes Playing Catchup
Changes will be announced after market close today. The potential adds have outperformed the potential deletes by over 10% since the end of the...
776 Views
STAR50 Index Rebalance Preview: One High Probability Change; One 'It Depends'
There could be 2 changes in September if a 6 month minimum listing history is used. Piotech was added to the CSI500 in June and there are multiple...
498 Views