HSCEI Dividends - Structural Sell; Bank Dividends the Swing Factor

332 Views02 Feb 2021 14:29
We see downside in the HSCEI 2021 and 2022 div futures due to changes in the index composition and potential changes in the index methodology. Recommend selling the 2021 futures and the 21/22 spread.
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
(Paid Plans Only)
Top 5%
Brian Freitas
Pan-Asia Index Rebalances/ Events/ Delta One
Periscope Analytics
EquitiesEvent-DrivenQuantitative Analysis
Price Chart(Sign Up to Access)