CSI300 Index Rebalance Preview (Dec 2021): Pullback Provides Entry Point
With 90% of the review period complete, we see 26 changes to the CSI300 at the Dec rebal. One-way turnover is 9.3% and the one-way trade is US$3bn....
1k Views
CSI300 Index Rebalance Preview: Large Turnover as Potential Inclusions Keep Rallying
Half way through the review period, we see 26 changes to the CSI300 Index. Estimated one-way turnover is 9%+ & would result in a one way trade of...
450 Views
CSI300 Index Rebalance Preview: Recovering from the Growth Sell-Off
We forecast 30 changes to the CSI300 Index at the June review that will be announced at the end of May and effective 11 June. The expected...
570 Views
CSI300 Index Rebalance Preview: Maxing Out the Number of Changes
We see 30 potential inclusions/exclusions to the CSI300 index at the June review that will become effective COB 11 June. With a lot of benchmarked...
743 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...
913 Views