CSI Medical Service Index Rebalance: Adds Could Outperform Deletes in the Coming Week
There are 5 changes for the index in June. We correctly forecast 3 adds and all 5 deletes. The adds outperformed the deletes post announcement in...
CSI Medical Service Index Rebalance Preview: Repeat of the December Rebal Could See Big Gains
There could be 5 changes for the CSI Medical Service Index in June. Trackers will need to trade between 0.7-2.6x ADV. There was big outperformance...
China Healthcare Weekly (Aug.5) - HK IPO, Innovent, BeiGene, the Largest IVD Centralized Procurement
IVD field ushered in the largest VBP in history. Innovent/Sanofi reached major cooperation, and Innovent’s CCO resigned. We deep dived the logic...
Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
No more insights