STAR50/STAR100 Index Rebalance Preview: No Changes for STAR50; 5 for STAR100; US$2bn Trade
We forecast no changes for the STAR50 and 5 changes for the STAR100. Capping will result in passives selling SMIC. The forecast adds to the STAR100...
414 Views
China ETF Inflows & Implications: YTD Inflows Nearing US$150bn
Nearly US$150bn has flowed into mainland China ETFs year to date. 97% of that has gone into ETFs tracking headline indices, but there has been...
1.3k Views
STAR50/STAR100 Index Rebalance Preview: Massive Outperformance in Last Two Months; Time to Unwind?
We forecast 1 change for the STAR50 and 5 changes for the STAR100. There is over 9x ADV to trade on the STAR50 changes. The net round-trip trade is...
693 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
647 Views
STAR50/STAR100 Index Rebalance: Adds Rally, Deletes Drop as Positioning Builds Up
There are 2 changes for the STAR50 and 6 changes for the STAR100. Impact is pretty large on the STAR50 changes. There is positioning in all stocks...
571 Views