A collection of insights detailing plays in the China/HK Consumer space
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Finance software startup Quartr signs an API deal with the Sequoia-backed investment research network Smartkarma, reaching over 250 institutional asset management firms predominantly across Asia. The partnership grants Smartkarma access to Quartr’s database of earnings calls, accompanying documents, reports, and slide decks, providing its customers with a strong foundation to conduct fundamental research. At the same time, this creates a wider distribution channel for the information that public companies provide.
STOCKHOLM & NEW YORK – Quartr (www.quartr.com) has passed an additional milestone on its mission to bring the financial community closer together by signing yet another important API deal – this time with the Asian-first financial research platform Smartkarma. The partnership enables Smartkarma’s extensive network of institutional asset management companies and investor relations professionals to directly access crucial first-party information such as earnings calls, accompanying documents, reports, and slide decks through its financial research platform.
“We are thrilled to announce our first Asia-focused partnership, providing Smartkarma’s extensive network, including both finance and investor relations professionals, with crucial information. We are convinced that our API solution will be value-creating for investors, online brokers, and research platforms like Smartkarma worldwide, and not least for public companies as this enables them to get their equity stories told to a much wider audience,” comments Sami Osman, CEO & Co-founder of Quartr.
”Quartr’s technology makes it incredibly easy for research analysts, investors, and IR professionals to dial into company conference calls, skip straight to Q&A and browse associated corporate presentations. By natively integrating all this technology into Smartkarma’s desktop and mobile apps, we have unlocked seamless access to first-party information from public companies. Smartkarma network members will now be able to listen to company calls while reading insights or researching on entity pages of over thousands of publicly listed companies globally. This sits squarely with our tech-first approach towards uniting investors, insight providers, and issuers on one network,” comments Raghav Kapoor, CEO & Co-founder of Smartkarma.
About Smartkarma
Smartkarma is the independent investment research network that provides differentiated, independent analysis on companies, markets, and industries across the world. Smartkarma’s online platform empowers asset managers and private accredited investors who want to access market-moving, differentiated intelligence; corporates who need to maximise their outreach; and analysts who wish to reach global investors with their written reports and bespoke services. In 2021, Smartkarma received the Knowledge Enterprise Award at the Singapore FinTech Festival Global FinTech Awards. Smartkarma is backed by notable investors such as Sequoia Capital, SGX, Wavemaker Partners, Jungle Ventures, and Enterprise Singapore. Learn more at smartkarma.com
About Quartr
Quartr is a software company serving the world of finance. The Quartr ecosystem gives millions of investors, journalists, and corporate professionals easy access to first-party information from public companies through a variety of services. Quartr’s product suite includes a web app built for professionals, a free mobile app for both iOS and Android, an embeddable player for Investor Relations sites, and an API solution that gives third parties the ability to stream live earnings calls and to distribute documents like slide decks, reports, and financial segment data from almost 7,000 public companies. All products are built with the same purpose – to bring the financial community closer together.
Inflation is a crucial economic indicator that measures the general rise in prices of goods and services over time. It affects the purchasing power of money, and understanding how to calculate inflation is essential for individuals, businesses, and governments to make informed financial decisions. In this article, we will explore the various measures of inflation and how to calculate them, including the consumer price index (CPI), producer price index (PPI), and personal consumption expenditure (PCE) inflation rate.
How to Calculate the Inflation Rate
The inflation rate is a key metric that measures the percentage change in the price of a basket of goods and services over a set period. To calculate the inflation rate, the following formula is used:
Inflation Rate = (CPI current year – CPI previous year) / (CPI previous year) x 100
For example, if the consumer price index in 2020 was 200 and in 2021 it was 210, the inflation rate would be:
Inflation Rate = (210 – 200) / 200 x 100 = 5%
How to Calculate Inflation using the Consumer Price Index (CPI)
The consumer price index (CPI) is the most widely used measure of inflation, and it measures the average price change for a basket of goods and services that consumers typically purchase, such as food, housing, transportation, and medical care. To calculate the inflation rate using the CPI, the following formula is used:
CPI Inflation Rate = (CPI current year – CPI previous year) / (CPI previous year) x 100
Measures of Inflation
There are three main measures of inflation, each with its own strengths and weaknesses. They are:
- Consumer Price Index (CPI)
- Producer Price Index (PPI)
- Personal Consumption Expenditure (PCE) Inflation Rate
Consumer Price Index (CPI)
The Consumer Price Index (CPI) is the most widely used measure of inflation. It measures the average price change for a basket of goods and services that consumers typically purchase, such as food, housing, transportation, and medical care.
Producer Price Index (PPI)
The Producer Price Index (PPI) measures the average change in prices received by domestic producers for their output. It provides insight into the cost of production and the pricing power of companies.
Personal Consumption Expenditure (PCE) Inflation Rate
The Personal Consumption Expenditure (PCE) Inflation Rate measures the average change in prices for goods and services purchased by consumers. It is considered a more comprehensive measure of inflation than the CPI because it includes a broader range of goods and services, including those not typically included in the CPI.
Why We Calculate Inflation
Inflation affects the purchasing power of money, and it is essential to understand how it affects the economy. It helps individuals, businesses, and governments make informed financial decisions, such as adjusting interest rates and monetary policy.
Is the Consumer Price Index (CPI) the same as the Inflation Rate?
No, the consumer price index (CPI) is not the same as the inflation rate. The CPI measures the average change in prices for a basket of goods and services that consumers typically purchase, while the inflation rate measures the percentage change in the price of a basket of goods and services over a set period.
What is the best tool to measure inflation?
The best tool to measure inflation depends on the specific use case. For a general understanding of inflation, the Consumer Price Index (CPI) is the most widely used measure. For a more comprehensive understanding of inflation, the Personal Consumption Expenditure (PCE) Inflation Rate may be more suitable. In addition, the Producer Price Index (PPI) provides valuable insights into the cost of production and pricing power of companies.
What is the best inflation indicator?
There is no single best inflation indicator, as each has its own strengths and weaknesses. The Consumer Price Index (CPI) is the most widely used measure of inflation, while the Personal Consumption Expenditure (PCE) Inflation Rate provides a more comprehensive understanding of inflation. The Producer Price Index (PPI) provides valuable insights into the cost of production and pricing power of companies.
What is the easiest way to explain inflation?
Inflation is the general rise in prices of goods and services over time, affecting the purchasing power of money. It is crucial to understand inflation to make informed financial decisions, such as adjusting interest rates and monetary policy. To understand inflation, it is helpful to focus on key metrics and indicators, such as the Consumer Price Index (CPI), the Producer Price Index (PPI), and the Personal Consumption Expenditure (PCE) Inflation Rate.
In conclusion
Understanding how to calculate inflation and the various measures and indicators is crucial for individuals, businesses, and governments to make informed financial decisions. By using metrics such as the Consumer Price Index (CPI), the Producer Price Index (PPI), and the Personal Consumption Expenditure (PCE) Inflation Rate, it is possible to gain a comprehensive understanding of inflation and its effects on the economy. With its focus on providing insightful research and analysis, Smartkarma is an invaluable resource for anyone looking to stay ahead in the world of finance. Smartkarma is home to a diverse group of independent analysts who are experts in the field of macroeconomics and cross-asset strategy. These analysts, including Michael J. Howell, Manu Bhaskaran, Cam Hui, Prasenjit K. Basu, Said Desaque, and Phil Rush, bring their unique perspectives and insights to the platform, providing valuable research and analysis to investors and businesses. Their expertise in macroeconomics and cross-asset strategy is a valuable resource for anyone looking to make informed financial decisions. By publishing their research and insights on Smartkarma, these independent analysts offer a unique and valuable perspective on the financial world.
In recent years, the world has seen an unprecedented growth in the number of billionaires and their wealth. According to Forbes, there are now over 2,700 billionaires globally, with a combined net worth of over $13.1 trillion. This article provides an overview of the richest people in the world as of 2023.
Who is the No. 1 Richest Person in the World?
As of 2023, the No. 1 richest person in the world is Bernard Arnault, with a net worth of over $150 billion. Arnault is the CEO of LVMH, a luxury goods and fashion conglomerate that includes brands such as Louis Vuitton, Dior, and Bulgari.
Top 10 Richest People in the World Today
Here is a list of the current top 10 richest people in the world and a brief overview of their companies and how they made their wealth:
- Bernard Arnault – Bernard Arnault is the CEO and Chairman of LVMH, the world’s largest luxury goods company. He has been at the helm of the company since 1989 and has overseen its massive expansion. In recent years, LVMH has acquired a number of high-profile brands, including Tiffany & Co and Bulgari. (luxury goods and fashion)
- Elon Musk – Elon Musk is the CEO of Tesla and SpaceX, and is widely regarded as one of the most innovative entrepreneurs of our time. He is known for his ambitious plans to colonize Mars and revolutionize the transportation industry with electric and autonomous vehicles.
(electric cars, space travel, and renewable energy) - Jeff Bezos – Jeff Bezos is the founder and former CEO of Amazon, the world’s largest online retailer. He stepped down as CEO in 2021 but remains the company’s largest shareholder. Bezos has used his wealth to pursue a number of philanthropic endeavors and is widely regarded as one of the world’s leading innovators. (e-commerce)
- Bill Gates – Bill Gates is the co-founder of Microsoft, the world’s largest software company. He is widely regarded as one of the most influential figures in the technology industry and has used his wealth to support a number of charitable causes, including global health and education initiatives. (software)
- Warren Buffett – Warren Buffett is the chairman and CEO of Berkshire Hathaway, one of the largest and most successful investment companies in the world. He is widely regarded as one of the greatest investors of all time and has a reputation for his frugal lifestyle and long-term investment strategy. (investments)
- Larry Ellison – Larry Ellison is the founder and former CEO of Oracle, one of the world’s largest software companies. He is known for his flamboyant lifestyle and has used his wealth to pursue a number of interests, including yachting and real estate. (technology)
- Larry Page – Larry Page is the co-founder of Google, one of the world’s largest and most influential technology companies. He stepped down as CEO in 2015 but remains an active member of the company’s leadership team.
(search engine and online advertising) - Steve Ballmer – Steve Ballmer is the former CEO of Microsoft and is currently the owner of the Los Angeles Clippers of the NBA. He is known for his energetic and enthusiastic leadership style and has used his wealth to support a number of philanthropic endeavors.
(software and investments) - Sergey Brin – Sergey Brin is the co-founder of Google and is widely regarded as one of the most innovative thinkers in the technology industry. He stepped down as President of Alphabet, Google’s parent company, in 2019 but remains an active member of the company’s leadership team.
(search engine and online advertising) - Carlos Slim – Carlos Slim is a Mexican businessman and investor. He is the chairman and CEO of Grupo Carso, a holding company that controls a number of leading Mexican businesses. He is widely regarded as one of the greatest investors in Latin America.
(investments in a wide range of industries)
How to Become Rich
While it may seem like these individuals simply struck it rich overnight, the truth is that becoming wealthy takes time, hard work, and smart decision-making. Here are some common traits and strategies successful individuals have in common:
- Strong work ethic: The wealthiest individuals in the world have a strong drive and determination to succeed. They are willing to put in the time and effort to achieve their goals.
- Good financial management: Successful individuals are skilled at managing their finances and making smart investments. They understand the importance of budgeting and saving for the future.
- Willingness to take calculated risks: The richest people in the world are not afraid to take risks, but they do so in a calculated and informed manner. They understand the potential rewards and consequences of their actions.
- Networking and relationships: Building a strong network of connections and forming mutually beneficial relationships is critical for success. The richest individuals in the world have built a wide network of contacts that have helped them in their careers and businesses.
How to Get Rich in Singapore
Singapore is one of the wealthiest and economically stable countries in the world, making it an ideal place to start or grow a business. Here are some tips on how to get rich in Singapore:
- Educate yourself: Singapore has a highly educated population, and continued learning is essential for success. Consider taking courses or attending seminars to stay up-to-date with industry trends and advancements.
- Network and build relationships: Singapore has a vibrant business community, and building strong relationships with other entrepreneurs and business leaders can lead to new opportunities and growth.
- Start a business or invest in one: Singapore is a hub for entrepreneurship, and starting your own business or investing in one can be a great way to generate wealth. Consider your skills and interests, and look for opportunities in growing industries.
- Save and invest wisely: Singapore has a strong economy, but it’s important to manage your finances and make smart investments. Consider seeking professional financial advice and creating a well-structured financial plan.
How to Be a Millionaire in 5 Years
Becoming a millionaire in five years is a challenging but achievable goal. Here are some tips on how to reach this milestone:
- Set clear and realistic financial goals: Having a clear understanding of what you want to achieve and a plan on how to get there is essential. Create a budget and stick to it, and make sure your goals are realistic and achievable.
- Invest in high-growth industries: Consider investing in industries with high growth potential, such as technology or renewable energy. Do your research and consider seeking professional investment advice.
- Save and reduce debt: Reducing debt and saving consistently can help you reach your goal more quickly. Consider creating an emergency fund and paying off any high-interest debt as soon as possible.
- Network and seek opportunities: Building relationships and seeking out new opportunities can lead to new sources of income and investment opportunities. Attend industry events and conferences, and consider starting your own business.
In conclusion, the richest man in the world and the other top wealthiest individuals have achieved their success through a combination of hard work, smart decision-making, and a willingness to take calculated risks. While becoming wealthy may not happen overnight, by following these tips and strategies, you too can achieve financial success and prosperity.
Full List of the Top 100 Richest People in the World Today
Rank | Name | Total net worth($) | $ Last change | $ YTD change | Country/Region | Industry |
1 | $190B | -$5.66B | +$28.1B | France | Consumer | |
2 | $178B | +$3.04B | +$40.6B | United States | Technology | |
3 | $126B | -$1.35B | +$19.2B | United States | Technology | |
4 | $116B | -$717M | +$6.57B | United States | Technology | |
5 | $107B | +$1.44M | -$30.9M | United States | Diversified | |
6 | $103B | -$866M | +$10.8B | United States | Technology | |
7 | $95.6B | -$1.56B | +$12.7B | United States | Technology | |
8 | $91.7B | -$553M | +$5.91B | United States | Technology | |
9 | $91.4B | -$1.49B | +$12.1B | United States | Technology | |
10 | $82.3B | -$1.07B | +$7.97B | Mexico | Diversified | |
11 | $81.7B | -$1.12B | +$10.2B | France | Consumer | |
12 | $79.3B | -$1.48B | -$7.85B | India | Energy | |
13 | $69.0B | +$95.3M | +$1.41B | China | Diversified | |
14 | $69.0B | -$190M | +$23.3B | United States | Technology | |
15 | $68.6B | -$502M | +$1.58B | United States | Industrial | |
16 | $68.6B | -$502M | +$1.58B | United States | Industrial | |
17 | $65.3B | -$498M | +$1.39B | United States | Retail | |
18 | $64.5B | -$515M | +$1.24B | United States | Retail | |
19 | $63.0B | -$1.15B | +$8.34B | Spain | Retail | |
20 | $62.8B | -$512M | +$1.14B | United States | Retail | |
21 | $56.4B | -$2.61B | -$64.2B | India | Industrial | |
22 | $55.8B | +$299M | +$1.10B | United States | Food & Beverage | |
23 | $55.8B | +$299M | +$1.10B | United States | Food & Beverage | |
24 | $54.9B | $0 | $0 | China | Technology | |
25 | $49.9B | -$89.8M | +$6.67B | France | Consumer | |
26 | $49.9B | -$89.8M | +$6.67B | France | Consumer | |
27 | $49.3B | -$1.03B | +$855M | United States | Technology | |
28 | $47.2B | -$657M | +$3.35B | United States | Consumer | |
29 | $45.1B | -$15.7M | +$3.06B | Italy | Food & Beverage | |
30 | $42.2B | -$900M | +$5.64B | China | Technology | |
31 | $42.1B | -$1.65B | +$6.40B | France | Consumer | |
32 | $38.2B | -$10.9M | +$2.27B | United States | Diversified | |
33 | $38.1B | -$497M | +$5.30B | Hong Kong | Industrial | |
34 | $36.6B | -$225M | +$5.14B | United States | Entertainment | |
35 | $36.3B | -$585M | +$4.24B | Germany | Industrial | |
36 | $35.0B | -$210M | +$2.83B | China | Technology | |
37 | $33.9B | -$265M | +$1.06B | United States | Finance | |
38 | $33.6B | -$550M | +$6.91B | United States | Finance | |
39 | $33.1B | -$648M | +$4.32B | China | Technology | |
40 | $32.4B | +$478M | +$718M | Japan | Retail | |
41 | $32.3B | -$406M | +$5.80B | United States | Finance | |
42 | $30.3B | +$259M | +$1.39B | United States | Finance | |
43 | $30.2B | -$381M | +$1.66B | Russian Federation | Commodities | |
44 | $29.8B | +$25.8M | +$17.3B | Canada | Finance | |
45 | $29.6B | -$485M | +$1.80B | India | Industrial | |
46 | $29.5B | -$425M | +$1.00B | Hong Kong | Real Estate | |
47 | $28.1B | -$723M | +$1.63B | United States | Consumer | |
48 | $27.5B | -$447M | +$4.74B | China | Technology | |
49 | $27.0B | -$309M | +$2.53B | India | Technology | |
50 | $26.8B | -$324M | +$4.19B | Mexico | Commodities | |
51 | $26.8B | +$630M | +$2.15B | Russian Federation | Energy | |
52 | $26.3B | +$82.8M | +$3.69B | United States | Finance | |
53 | $26.2B | -$618M | -$2.17B | Indonesia | Energy | |
54 | $25.8B | -$150M | +$1.28B | United States | Finance | |
55 | $25.5B | -$446M | +$1.02B | Hong Kong | Retail | |
56 | $25.4B | -$532M | +$1.59B | Chile | Commodities | |
57 | $25.3B | -$629M | +$3.17B | Japan | Technology | |
58 | $24.9B | -$460M | +$960M | Australia | Commodities | |
59 | $24.8B | -$180M | +$2.12B | Germany | Retail | |
60 | $24.7B | -$355M | +$2.38B | Germany | Industrial | |
61 | $24.7B | -$5.52M | +$1.26B | United States | Diversified | |
62 | $24.5B | -$303M | +$536M | India | Technology | |
63 | $23.5B | $0 | $0 | China | Retail | |
64 | $23.2B | -$746M | +$394M | China | Consumer | |
65 | $23.0B | -$170M | +$1.81B | Australia | Commodities | |
66 | $22.8B | -$385M | +$2.86B | China | Consumer | |
67 | $22.8B | -$166M | +$530M | United States | Industrial | |
68 | $22.7B | -$166M | +$563M | United States | Retail | |
69 | $22.5B | -$366M | +$1.32B | United States | Health Care | |
70 | $22.4B | -$25.0M | +$25.0M | United States | Energy | |
71 | $22.3B | -$322M | +$3.40B | United States | Technology | |
72 | $22.1B | -$261M | +$1.33B | Hong Kong | Real Estate | |
73 | $21.7B | -$280M | +$2.72B | Germany | Industrial | |
74 | $21.6B | -$874M | +$4.16B | United States | Real Estate | |
75 | $21.5B | -$326M | +$2.71B | United States | Technology | |
76 | $21.4B | -$117M | +$1.51B | Russian Federation | Industrial | |
77 | $21.3B | -$181M | +$2.57B | Russian Federation | Industrial | |
78 | $21.3B | -$141M | +$24.9M | Brazil | Food & Beverage | |
79 | $20.7B | -$250M | +$1.39B | Switzerland | Diversified | |
80 | $20.3B | -$214M | +$1.27B | Indonesia | Diversified | |
81 | $19.7B | -$403M | +$1.22B | Russian Federation | Diversified | |
82 | $19.6B | -$9.67M | +$5.79B | United States | Technology | |
83 | $19.3B | -$44.8M | +$1.11B | United States | Retail | |
84 | $19.2B | -$607M | +$1.84B | India | Commodities | |
85 | $19.2B | -$60.2M | +$496M | Nigeria | Industrial | |
86 | $19.2B | -$25.0M | +$3.02B | France | Services | |
87 | $19.1B | -$206M | +$1.23B | Indonesia | Diversified | |
88 | $18.3B | +$34.7M | +$891M | China | Food & Beverage | |
89 | $18.2B | -$59.5M | +$1.27B | Malaysia | Diversified | |
90 | $18.2B | +$2.92M | -$737M | Hong Kong | Real Estate | |
91 | $18.0B | -$273M | +$617M | Greece | Finance | |
92 | $17.8B | -$143M | +$2.46B | Russian Federation | Energy | |
93 | $17.8B | -$216M | +$2.47B | China | Industrial | |
94 | $17.4B | -$175M | +$2.25B | China | Industrial | |
95 | $17.2B | +$1.03M | +$37.4M | China | Food & Beverage | |
96 | $17.1B | -$378M | +$2.39B | China | Technology | |
97 | $17.1B | -$476M | +$296M | Singapore | Health Care | |
98 | $17.0B | -$143M | +$896M | Hong Kong | Entertainment | |
99 | $16.9B | -$102M | +$576M | Israel | Services | |
100 | $16.8B | +$376M | +$2.57B | India | Health Care |
Last Updated: 7th Feb 2023. Source: Bloomberg, Forbes, Various
Photo by Jacob Vizek on Unsplash
Index rebalancing is a key aspect of portfolio management in the stock market. It involves adjusting the composition of a stock market index in order to maintain its desired level of market representation. The process of index rebalancing is important for ensuring the index remains representative of the market and accurately reflects market trends. As a result, it’s crucial to stay informed on the latest developments and insights in the field of index rebalancing.
That’s where independent investment research network, Smartkarma, comes in. On Smartkarma, top independent analysts like Travis Lundy, Brian Freitas, Sanghyun Park, Janaghan Jeyakumar, CFA, and Douglas Kim, publish their insights, data, and analysis on index rebalancing and other related content verticals.
In this article, we’ll answer some of the frequently asked questions about index rebalancing, including:
I. What is Index Rebalancing Strategy?
Index rebalancing strategy refers to the plan or approach used to adjust the composition of an index. This includes determining which securities to sell or buy, and when to do so, in order to maintain the desired level of market representation in the index.
II. Which Indexes Need Rebalancing?
Any stock market index can require rebalancing if its composition deviates significantly from its intended market representation. Some of the most commonly rebalanced indexes include the S&P 500, the Russell 2000, the FTSE 100, the MSCI World Index, and the Nifty 50.
III. What Happens During Index Rebalance?
During an index rebalance, securities are bought or sold in order to bring the index back to its desired level of market representation. This may be done on a set schedule, such as annually or quarterly, or it may be triggered by significant changes in the market. The rebalancing process may involve buying underrepresented securities and selling overrepresented securities in order to maintain the index’s desired level of market representation.
IV. What are the Risks of Rebalancing?
Rebalancing carries some inherent risks, including the risk of selling securities that are still performing well, and the risk of buying securities that are underperforming. Additionally, rebalancing requires buying or selling securities at specific times, which can be difficult to predict and may result in unfavorable market conditions.
V. What is the Purpose of Rebalancing?
The purpose of rebalancing is to ensure that an index remains representative of the market it is designed to track. By selling overrepresented securities and buying underrepresented securities, the index is brought back to its desired level of market representation. This helps to ensure that the index accurately reflects market trends and provides a more reliable benchmark for investors.
VI. How does a typical Index Rebalance Work?
Index rebalancing is a process of periodically adjusting the weightings of the components in a stock market index to align it with the current market conditions. This strategy helps maintain the integrity of the index, ensuring it accurately reflects the underlying market or sector it represents.
There are several indexes that need rebalancing, including the MSCI, FTSE, Russell, Nifty 50, ASX 300, and S&P 500. The frequency of rebalancing varies, with some indexes rebalancing on a monthly or quarterly basis, while others may only rebalance once or twice a year.
During an index rebalance, changes may be made to the components of the index, including additions, deletions, and weight adjustments. The objective is to ensure the index accurately reflects the market or sector it represents, taking into account changes in market conditions, company performance, and other relevant factors.
One of the main risks associated with rebalancing is the potential for increased trading costs and market impact, particularly if large amounts of stocks need to be bought or sold in a short period of time. In some cases, the process of rebalancing can also result in increased market volatility, which can negatively impact investor portfolios.
The purpose of rebalancing is to maintain the integrity of the index, ensuring it accurately reflects the underlying market or sector it represents. By periodically adjusting the weightings of the components, rebalancing helps to reduce risk and improve returns over the long-term.
There is no one-size-fits-all answer to the question of the best rebalancing strategy, as the best approach will depend on individual investment goals, risk tolerance, and market conditions. Some popular rebalancing strategies include periodic rebalancing, threshold rebalancing, and minimum variance rebalancing.
The S&P 500 rebalance works by periodically adjusting the weightings of the components to ensure the index accurately reflects the underlying market. This typically involves adding and deleting components, as well as adjusting the weightings of existing components.
While there is no guarantee that rebalancing will outperform other investment strategies, it can help to reduce risk and improve returns over the long-term by ensuring the index remains aligned with current market conditions.
The importance of index rebalancing research cannot be overstated. By keeping up-to-date with the latest trends and market conditions, investors can make informed decisions about when and how to rebalance their portfolios. At Smartkarma, an independent investment research network, top independent analysts publish their insights, data and analysis on Index Rebalancing. Some of the top independent analysts who publish on Smartkarma include Travis Lundy, Brian Freitas, Sanghyun Park, Janaghan Jeyakumar, CFA, and Douglas Kim. With access to this wealth of information, investors can stay ahead of the curve and make informed investment decisions.
Top Indices with Index Rebalance Research on Smartkarma in the last 12 months:
- DOW JONES INDUSTRIAL AVERAGE – INDU INDEX
- EURO STOXX 50 – SX5E INDEX
- FTSE CHINA A50 INDEX – XIN9I INDEX
- HANG SENG CHINA ENTERPRISES INDEX – HSCEI INDEX
- HONG KONG HANG SENG INDEX – HSI INDEX
- JAKARTA STOCK EXCHANGE COMPOSITE INDEX – JCI INDEX
- KOREA STOCK EXCHANGE KOSPI 200 INDEX – KOSPI2 INDEX
- KOREA STOCK EXCHANGE KOSPI INDEX – KOSPI INDEX
- KOSDAQ 150 INDEX – KOSDQ150 INDEX
- NASDAQ-100 STOCK INDEX – NDX INDEX
- NIFTY INDEX – NIFTY INDEX
- NIKKEI 225 – NKY INDEX
- RUSSELL 2000 INDEX – RTY INDEX
- S&P 500 – SPX INDEX
- S&P BSE SENSEX INDEX – SENSEX INDEX
- S&P/ASX 200 – AS51 INDEX
- STOCK EXCHANGE OF THAILAND SET 50 INDEX – SET50 INDEX
- TAIWAN STOCK EXCHANGE WEIGHTED INDEX – TWSE INDEX
- TOKYO STOCK EXCHANGE TOKYO PRICE INDEX TOPIX – TPX INDEX
- UKX INDEX – UKX INDEX
The Hang Seng Future Index is a widely-followed stock market index of the Hong Kong Stock Exchange (HKSE). It provides investors with an overview of the performance of the Hong Kong stock market, with a focus on large and mid-cap stocks. It is widely followed by financial market participants, including investors, traders, and analysts, as a benchmark for the overall health of the Hong Kong stock market.
What is Hang Seng Index Futures?
Hang Seng Index Futures are futures contracts that are based on the Hang Seng Future Index. These contracts allow investors to gain exposure to the performance of the Hong Kong stock market, without having to physically own the underlying stocks.
What are HSI future opening hours?
The opening hours of Hang Seng Index Futures are from 9:15am to 4:00pm Hong Kong Time, Monday to Friday, excluding public holidays in Hong Kong.
How to trade Hang Seng Index futures?
Trading Hang Seng Index futures can be done through a futures broker. Before trading, it is important to understand the basics of futures trading and the associated risks.
What stocks make up the Hang Seng Index?
The Hang Seng Index is comprised of 50 large and mid-cap stocks listed on the Hong Kong Stock Exchange. The constituents of the index are reviewed regularly and are selected based on a number of criteria, including market capitalization, liquidity, and sector representation.
What is minimum lot size in HKSE?
The minimum lot size for trading on the Hong Kong Stock Exchange varies depending on the stock. For Hang Seng Index Futures, the minimum contract size is usually one index point, which represents a value of HKD 50,000.
Can you trade with HKSE?
Yes, it is possible to trade on the Hong Kong Stock Exchange (HKSE) through a securities broker. This allows investors to buy and sell stocks listed on the HKSE, as well as trade other financial products, such as Hang Seng Index Futures.
How many stocks are in the HSI?
The Hang Seng Index (HSI) is comprised of 50 stocks.
What are the futures market hours?
The futures market hours vary depending on the exchange and the specific futures contract. For Hang Seng Index Futures, the market hours are from 9:15am to 4:00pm Hong Kong Time, Monday to Friday, excluding public holidays in Hong Kong.
What is futures last trading day?
The last trading day for a futures contract is the final day on which the contract can be traded before its expiration date. This date is determined by the exchange on which the futures contract is traded. For Hang Seng Index Futures, the last trading day is typically one business day before the expiration date of the contract.
How to buy index futures?
To buy index futures, you will need to open an account with a futures broker. You will also need to complete the necessary documentation and deposit funds into your account. Once your account is set up, you can place an order to buy Hang Seng Index Futures through your broker.
How do index futures work?
Index futures work by allowing investors to speculate on the future performance of a stock market index, such as the Hang Seng Future Index. When an investor buys a Hang Seng Index Futures contract, they are essentially betting on the direction of the index – either up or down. If the index moves in the direction that the investor predicted, they can make a profit. However, if the index moves in the opposite direction, the investor may incur a loss.
What is an example of index futures?
An example of index futures is the Hang Seng Index Futures contract. This futures contract is based on the Hang Seng Future Index and allows investors to gain exposure to the performance of the Hong Kong stock market.
Whether you are a professional investor, trader, or simply an individual looking to stay informed about the Hang Seng Future Index, the independent research network, Smartkarma, is an excellent resource to turn to for up-to-date and actionable information on index events. With top independent analysts, including Brian Freitas, Travis Lundy, Joe Jasper, Janaghan Jeyakumar, CFA, and more, publishing their research and insights on the platform, you can stay ahead of the curve and make informed investment decisions.
An initial public offering (IPO) occurs when a company first offers its shares to the public. Investing in IPOs can be an exciting opportunity for investors to get in on the ground floor of a growing company. However, it’s important to understand the risks involved and conduct thorough research before making an investment decision.
Is IPO a Good Investment?
The answer to this question is not straightforward and depends on a number of factors. On one hand, investing in an IPO can provide investors with the opportunity to get in on the ground floor of a growing company and potentially realize substantial returns. On the other hand, IPOs can also be high-risk investments, as the performance of newly public companies is often uncertain.
It’s important to conduct thorough research and understand the risks involved before making an investment decision. This includes analyzing the company’s financials, understanding its industry and competition, and considering the experience and track record of its management team.
Smartkarma is an independent investment research network where top independent analysts publish their research and insights. Independent analysts cover important content verticals such as IPO research on Smartkarma, providing investors with in-depth analysis and insights on the most popular IPOs.
Should a Beginner Invest in IPO?
Investing in IPOs is not recommended for beginners, as it can be a high-risk investment. Beginners should consider starting with more conservative investments and building their knowledge and experience before considering an IPO investment.
Can Anyone Buy IPO Stocks?
Yes, anyone can buy IPO stocks, provided they have a brokerage account and the necessary funds to make the investment.
Is IPO High Risk?
Yes, investing in IPOs can be high-risk due to the uncertain performance of newly public companies. It’s important to understand the risks involved and conduct thorough research before making an investment decision.
How Much Money Do I Need to Invest in an IPO?
The amount of money needed to invest in an IPO can vary, but it’s typically possible to purchase shares with a small amount of money. It’s important to consider the investment goals and risk tolerance before determining how much money to invest in an IPO.
Which is the Best IPO to Buy?
There is no single best IPO to buy, as the performance of an IPO is dependent on a variety of factors such as the company’s financials, industry, competition, and management team. It’s important to conduct thorough research and consider the risks involved before making an investment decision.
Some of the top independent analysts on Smartkarma who cover IPOs include Douglas Kim, Sumeet Singh, Andrei Zakharov, Ke Yan, CFA, FRM, Arun George, Rickin Thakrar, Clarence Chu, and Ethan Aw. These analysts have in-depth knowledge of the latest market trends and have analyzed some of the most popular IPOs in the last 12 months, such as WCP, Lionheart Acquisition Corp II, CALB, SK Shieldus, GoTo, Onewo, Tianqi Lithium, Life Insurance Corp of India (LIC), SOCAR, Alibaba Dual Listing, Leapmotor, Thai Life Insurance, Giant Biogene Holding, Growatt Technology, I-Tail, Weilong Delicious Global, Yunkang Group, Tencent, China Tourism Group Duty Free Corp Ltd, Delhivery, Sunshine Insurance, Thai Beverage, VinFast, Lygend Resources & Technology, and Blibli.
Which is Better: IPO or Share?
The answer to this question depends on the specific investment goals and risk tolerance.
The S&P BSE SENSEX, also known simply as the SENSEX, is a stock market index of the Bombay Stock Exchange (BSE). It is one of the oldest and most widely-followed equity indices in India, and serves as an indicator of the overall health of the Indian stock market. In this article, we will answer some frequently asked questions about the SENSEX index.
What is the SENSEX Index?
The SENSEX is a market capitalization-weighted index that consists of 30 of the largest and most actively traded stocks on the BSE. The index is calculated using a free float market capitalization methodology, which means that only the portion of a company’s outstanding shares that are available for trading are considered when determining its weight in the index.
Is it better to invest in the SENSEX?
Whether or not it is better to invest in the SENSEX depends on a number of factors, such as an individual’s investment goals, risk tolerance, and market outlook. That being said, the SENSEX is a widely-followed index and can serve as a good indicator of the overall performance of the Indian stock market. For more in-depth analysis and insights, you can check out the independent investment research published by top analysts on the Smartkarma platform, including Pranav Bhavsar, Ankit Agrawal, CFA, Nitin Mangal, Tina Banerjee, and Hemindra Hazari.
How many stocks are listed in the SENSEX?
The SENSEX consists of 30 of the largest and most actively traded stocks on the BSE. Overall, some of the most popular companies listed in India include HDFC Bank, Yes Bank, Reliance Industries, HDFC Limited, Vedanta Ltd, Bharti Airtel, Kotak Mahindra Bank, Mahindra & Mahindra, ICICI Bank Ltd, Apollo Hospitals Enterprise, Zomato, Adani Enterprises, Dabur India Ltd, Maruti Suzuki India, Paytm, Metropolis Healthcare Limited, ITC Ltd, Tata Motors Ltd, Ujjivan Financial Services, Dr Lal PathLabs Ltd, Embassy Office Parks REIT, Zee Entertainment Enterprises, Axis Bank Ltd, and Infosys Ltd.
Is the NIFTY better than the SENSEX?
The NIFTY and the SENSEX are both widely-followed equity indices in India and serve as indicators of the overall health of the Indian stock market. Whether or not one is better than the other depends on a number of factors, such as an individual’s investment goals, risk tolerance, and market outlook.
What happens if the SENSEX is high?
If the SENSEX is high, it generally means that the Indian stock market is performing well and that investors are optimistic about the future prospects of the companies listed in the index. However, a high SENSEX does not necessarily guarantee that individual stocks within the index will perform well, so it is important to do your own research and make informed investment decisions.
Can I buy the SENSEX for the long term?
Yes, you can buy the SENSEX for the long term, either by investing directly in the underlying stocks that make up the index, or by purchasing exchange-traded funds (ETFs) or index funds that track the SENSEX. It is important to consider your investment goals, risk tolerance, and market outlook when making investment decisions, and to regularly review and adjust your portfolio.
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