Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
469 Views
CSI 300 Index Earning Revision (Dec): ABC, ZHONGJI INNOLIGHT, PING AN INSURANCE
We analyzed CSI 300's consensus for Dec 2025 and highlighted changes of EPS in ABC (601288 CH), ZHONGJI INNOLIGHT (300308 CH), PING AN INSURANCE...
2.6k Views
Quiddity CSI 300/500 Dec25 Results: 90% Hit Rate (110/121 Correct); US$9.5bn Combined One-Way Flow
We correctly predicted 110 of the 122 confirmed index changes for the CSI 300 and CSI 500 indices. This translates to a hit rate of 90%.
570 Views
CSI300 Index Rebalance: 11 Changes & US$7.77bn Trade
There are 11 changes for the CSI300 Index in Dec. Not too many surprises. Estimated turnover is 2.2% leading to a round-trip trade of US$7.77bn....
1.1k Views