China Mobile (941 HK) - It Could Have Been Done Better, But It Ain't Bad for Hs
China Mobile will follow China Telecom in issuing A-shares. The constructs are almost identical. Both suggest upside to the Hs, perhaps more for...
761 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....
561 Views
Global Emerging Markets Weekly: 7 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
238 Views
HSCEI June 2021 Index Rebalance Preview - Three Adds, Four Deletes Possible
We forecast 3 inclusions and 4 exclusions from the HSCEI at the June review. Along with capping changes, we estimate a one-way turnover of 9.75%....
713 Views
Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
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