SSE50 Index Rebalance Preview: Sector Shift as IT and Financials Drop
We forecast 5 changes in December as Energy, Industrials and Materials weights increase and IT and Financials drop. One-way turnover will be over...
517 Views
Northbound Flows Monthly (August): CATL, Longi, Yunnan Energy New Material
We estimate $2.2bn northbound inflows into A-share in August and highlight flows for CATL, Longi Green, Yunnan Energy New Material, Yili, Moutai,...
365 Views
Shanghai/ββββββββββShenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
465 Views
Northbound Flows: CATL, Longi Green
We estimate inflows of $940m into the A-share market via northbound Shanghai/Shenzhen connect. We highlight northbound inflows into CATL and Longi...
402 Views
SSE50 Index Rebalance Preview: Sector Rotation To Continue
We forecast 5 changes for the SSE50 Index in December. There are a few names that are close to add/delete zone and price/volume changes can lead to...
756 Views