Primer: JD Health International (6618 HK) - Sep 2025
Dominant Market Position and Strong Growth: JD Health is the largest online healthcare platform in China by revenue, poised to benefit from the...
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EMERGING THEMES: China's Next 5 Year Plan
China will roll out its 2026 - 2030 five-year plan this month, outlining the economic and social roadmap until the end of the decade.Historically...
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Hong Kong 2025 Placements - Year so Far and Trends for Potential Primary Placements
1H25 saw a sharp turnaround in HK placements, with 36 US$100m+ deals so far. This compares to only 14 in 2022, 13 in 2023, and 15 in 2024. In this...
675 Views
HSI Index Rebalance: No Changes & Further Delays to Reaching the 80 Member Target
In a surprise, there are no adds/deletes in March. There are some large capping changes that result in a one-way turnover of 2.6% and a one-way...
758 Views
HSI Index Rebalance Preview: Better Late Than Never?
Adding 4 stocks gets us to 80 members - a target that was to be reached by mid-2022. We list 10 potential adds where passive trackers will need to...
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