MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Identifying Potential Changes
There could be 4/5 A-shares added to the index in June resulting in up to 3 deletions. One-way turnover will be 15% and the one-way trade nearly...
743 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance: Three Adds; Float & Capping Changes
There are 3 additions, float & capping changes for REMX in June. One way turnover is estimated at 10.6% resulting in a one-way trade of US$66m....
470 Views
Index Rebalance & ETF Flow Recap: CSI300/500, Chinext, China Semi Chips, Nifty Next50, SET50, REMX
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
595 Views
MVIS Global Rare Earth/Strategic Metals Index Rebalance Preview: Changes Afoot
With the review period complete, there could be 4 adds and 2 deletes for the index in June. Estimated one-way turnover at the rebalance will be...
583 Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
5k Views