CSI500 Index Rebalance Preview: Potential Adds Continuing to Outperform
We forecast 50 changes a side at the June rebal leading to a one-way turnover of 11.47% & in a one-way trade of CNY 10bn. The potential adds have...
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Northbound Stock Connect Expansion: Potential Changes in 2023
The universe for inclusion in Northbound Stock Connect has been expanded to include the SSE A Share Index and the SZSE Composite Index...
864 Views
Softening Coal Prices and Improving Demand Will Drive a Better 2017 Outlook for Coal-Fired IPPs.
Despite improving power demand, China’s coal-fired independent power producers’, or IPPs’, fourth-quarter profits are set to be hit by surging coal...
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Raising Fair Value Estimates for City Gas Operators After Extending Our Forecast Periods
After extending our explicit forecast periods to 10 years from five years, w e have raised our fair value estimate for China Gas Holdings Ltd (384...
800 Views
Good Reasons Not to Go Ahead with Hinkley C
The decision to build two new nuclear power stations At Hinkley C in Somerset, England, has rightly been called in for review. It cannot be...
919 Views