CSI300 Index Rebalance Preview: 30 Potential Changes as Sector Rotation Continues
We forecast 30 changes at the June rebalance for the CSI300 Index - most high probability. Industrials, IT and Materials sectors will have net...
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CSI300 Index Rebalance Preview (June): Maxing Out the 30 Changes
We estimate 30 changes at the June rebalance with a one-way turnover of 4.48% leading to a one-way trade of CNY 7.86bn. The potential adds have...
564 Views
CSI300 Index Rebalance Preview (June 2022): Changes Near the Midway Mark
Nearly midway through the review period for the June rebalance of the CSI300 index, we see 29 potential changes resulting in a one-way turnover of...
686 Views
SH/SZ Connect Flow Weekly: $4.3bn Inflows, Moutai, CATL, Midea
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
345 Views
Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
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