In today’s briefing:
- Quiddity Leaderboard CSI 300/500 Dec26: Combined One-Way Flow >US$9bn
- Infratil’s Investor Day, The Next Catalyst?
Quiddity Leaderboard CSI 300/500 Dec26: Combined One-Way Flow >US$9bn
- CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
- In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2026.
- Currently, we see 30 ADDs/DELs for the CSI 300 index and 50 ADDs/DELs for the CSI 500 index. These are the maximum number of changes allowed per review.
Infratil’s Investor Day, The Next Catalyst?
- Fresh insight into CDC’s accelerating growth, renewable-energy opportunities and the portfolio’s evolving strategic direction are expected at Infratil’s investor day.
- Infratil’s strategy in focus at this Wednesday’s investor day Citi anticipates a positive share price catalyst from the event CDC remains the growth engine, with Longroad’s contribution rising FY27 to see more asset recycling and accelerated investment across the portfolio
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