EM Autos Underweight: Ignore Benchmark Risk and Focus on Peers
EM Autos have become one of the largest industry level underweights across global EM. The increased underweight has almost exclusively been driven...
183 Views
HSCEI Index Rebalance: BYD's Double Inclusion; Capping Changes Lead to High Turnover
The 2 adds and 3 deletes for the HSCEI are just what we expected. BYD is an inclusion in the HSI too and could move higher over the next 2 weeks....
575 Views
HSI Index Rebalance: Only 3 Additions but BIG Turnover
There are 3 inclusions (BYD, Xinyi Solar, CG Services) to the HSI taking the number of constituents up to 58. Turnover is high at 7.77% and will...
816 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
370 Views
Over Capacity in Chinese Auto Market
European car makers like BMW are pulling out of China, benefiting local players but causing stock decline for companies like Brilliance China....
339 Views