CSI300 Index Rebalance: The Surprises Could Outperform
There are 15 changes in December. Most of the deletions were forecast but there are surprises among the adds. One-way turnover is 2.4% and the one...
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China CIS Sector – Maintain long-term positive outlook; near-term challenges persist
We expect CIS market to recover in 2H23, as mobile CIS inventory level returns to a normal level.However, challenges remain given high...
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CSI500 Index Rebalance Preview: Positioned for Outperformance
There could be 50 changes to the index in December. We estimate a one-way turnover of 13.67% at the December rebalance leading to a one-way trade...
355 Views
Shanghai/Shenzhen Connect Ideas: Stalled Flows Ahead of Golden Week (2019-10-04)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
416 Views
Shanghai/Shenzhen Connect Ideas: Pre-Mid Autumn Hard Liquor Outflows (2019-09-13)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
318 Views