CSI500 Index Rebalance Preview: Potential Adds Continuing to Outperform
We forecast 50 changes a side at the June rebal leading to a one-way turnover of 11.47% & in a one-way trade of CNY 10bn. The potential adds have...
752 Views
Index Rebalance & ETF Flow Recap: HSCEI, HSTECH, HSI, HSCI, KS200, KQ150, CSI300, SENSEX, LQ45, PSEi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
844 Views
CSI300 Index Rebalance Preview: Early Look at Potential Changes in June
We forecast 15 changes to the index in June leading to a one-way turnover of 2.35% and a one-way trade of CNY 5.57bn. The potential adds have...
867 Views
Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
1.5k Views
Shanghai/​​Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
912 Views