Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

An inquisitive investment analyst with background in both finance and computing. Covering ECM research, biotech, market data analytics.

Asia Pac ECM and Index Rebal

HSCI / HK Connect May 2026 Review Forecast

HSCI / HK Connect June 2026 Implementation: Post-Announcement Positioning

HSCI / HK Connect June 2026: Pre-Implementation Update

HSCI / HK Connect (March 2026): Implementation Today & Positioning

HSCI / HK Connect Inclusion (Mar 2026): Lessons from a Sep 2025 Retrospective Event Study

HSCI / Hong Kong Connect Inclusion (March 2026): A Preliminary Assessment

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Index Rebalance

<ul>
<li>We analyzed the performance of Hong Kong Connect implementation in March 2026.</li>
<li>ADD stocks reversed their bridge window drawdown at implementation. The bounce faded by week 3 to 4.</li>
<li>DELETE stocks fell through first week, exceeding Sep 2025. Within the DELETE basket, the names where connect investors sold the most also fell the most.</li>
</ul>


We analyzed the performance of Hong Kong Connect implementation in March 2026.
ADD stocks reversed their bridge window drawdown at implementation. The bounce faded by week 3 to 4.
DELETE stocks fell through first week, exceeding Sep 2025. Within the DELETE basket, the names where connect investors sold the most also fell the most.


China Resources Medical Holdings (1515 HK)

CSSC Offshore & Marine Engineering (317 HK)

Nickel Resources International Holdings (2889 HK)

Beijing Capital International Airport (694 HK)

Bright Smart Securities & Commodities (1428 HK)

Global New Material International (6616 HK)

Jiaxin International Resources Investment (3858 HK)

Jiaxin International Resources Investment

Hao Tian International Construction Investment (1341 HK)

Hao Tian International Construction Investment

HSCI / HK Connect (March 2026) Post-Event Review: What Worked, What Didn't

Insilico Medicine

HSCI / HK Connect (March 2026) Post-Event Review: What Worked, What Didn't