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...
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CSI300 Index Rebalance Preview: 21 Changes in June, Could Be 24 in December
There could be 24 changes to the CSI300 index at the December review with an estimated one-way turnover of 4.06%. 4 inclusions and 11 deletions are...
525 Views
Future of Cobalt Vis-A-Vis EVs
As per the Financial Times ("FT") article dated 24th Feb 2017, electric vehicle ("EVs") manufacturers and battery producers have been scrambling to...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
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