China's Hydrogen Economy: Newly Launched Hang Seng Stock Connect Hydrogen Energy Index
The launch of Hydrogen Energy Index highlights growing importance of hydrogen energy use and will stimulate more interest in this emerging sector....
514 Views
CSI 300 June 2026 Rebalance: Post-Implementation Review
CSI 300 June 2026 rebalance has passed the first post-implementation month. We review what worked, what did not, and how current results compare...
231 Views
China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
471 Views
CSI 300 Index Earning Revision (Jun): INDUSTRIAL BANK, YANTAI JEREH OILFIELD SERVICES, KUNLUN TECH
We analyzed CSI 300's consensus for Jun 2026 and highlighted changes of EPS in INDUSTRIAL BANK (601166 CH), YANTAI JEREH OILFIELD SERVICES (002353...
138 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
476 Views