Quiddity Leaderboard CSI 300/​​500 Dec25: Trade Moving in the Right Direction; Large Flows Expected
There could be US$4.3bn and US$3.8bn one-way flows for the CSI 300 and CSI 500 index rebal events in December 2025 based on our latest estimates.
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Quiddity Leaderboard CSI 300/​​500 Dec25: Some Changes to Expectations; Large Index Flows
The 9 expected changes for CSI 300 could trigger US$3bn index flows one-way. Separately, the 45 expected changes for CSI 500 could also trigger...
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STAR Board: CSI300 Index Rebalance: Rule Change Sees STAR Board Stocks Included
There are 26 inclusions/exclusions from the CSI300 index with a one way turnover of 3.87%. An expansion of the universe has 4 STAR Board stocks...
667 Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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Clouds Ahead for Foreign Aircraft Sales in China?
Aircraft manufacturers Airbus and Boeing are bullish about sales prospects in Asia, but is it a bit too early to write off China's aerospace...
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