SSE50 Index Rebalance Preview: Five Changes Coming Up in June
There will be 5 changes in June. Estimated 1-way turnover is 5.58% leading to a 1-way trade of CNY 4.22bn. The adds have outperformed the deletes...
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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...
440 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,...
320 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 -...
380 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...
331 Views