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Caixin Global

Articles from Caixin Global

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News from Caixin

Cross Asset Strategy

<ul>
<li>Metal /: Cover Story: Metal magnate’s fall from China’s rich list to bankruptcy</li>
<li>Personnel /: China central bank Deputy Governor Pan Gongsheng named Communist Party chief</li>
<li>China-U.S. /: China, U.S. have shared interests in getting ties back on track, party official says</li>
</ul>


Metal /: Cover Story: Metal magnate’s fall from China’s rich list to bankruptcy
Personnel /: China central bank Deputy Governor Pan Gongsheng named Communist Party chief
China-U.S. /: China, U.S. have shared interests in getting ties back on track, party official says


CX Daily: Metal Magnate’s Fall From China’s Rich List to Bankruptcy

<ul>
<li>
Four things to know about how China’s PE funds are helping revive real estate.
</li>
<li>
Beijing reaffirms Taiwan could adopt own social system after reunification.
</li>
<li>
China’s short-video app users top 1 billion.
</li>
</ul>



Four things to know about how China’s PE funds are helping revive real estate.


Beijing reaffirms Taiwan could adopt own social system after reunification.


China’s short-video app users top 1 billion.



CX Daily: Four Things to Know About How China’s PE Funds Are Helping Revive Real Estate

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Event-Driven

<ul>
<li>The review period for the March review of the HSCI ended on 31 December. There are a lot of new listings that should be included in the index.</li>
<li>SenseTime is a high probability inclusion to the index, though it will only be added to Stock Connect in July once it completes 6 months and 20 trading days.</li>
<li>Xpeng and Li Auto will be added to Stock Connect in Feb/March if they pass the velocity test. We see Li Auto as failing the test, while Xpeng is close.</li>
</ul>


The review period for the March review of the HSCI ended on 31 December. There are a lot of new listings that should be included in the index.
SenseTime is a high probability inclusion to the index, though it will only be added to Stock Connect in July once it completes 6 months and 20 trading days.
Xpeng and Li Auto will be added to Stock Connect in Feb/March if they pass the velocity test. We see Li Auto as failing the test, while Xpeng is close.


HSCI Index Rebalance and Stock Connect: Plenty of New Listings Should Be Included

Orient Overseas International / Event-Driven

<ul>
<li>The review period for the March review of the HSCI ends on 31 December. There are expected to be a lot more inclusions than deletions at the review.</li>
<li>There are quite a few stocks that should be included following their listing over the last couple of months while others are now potential inclusions after passing the velocity test.</li>
<li>Quite a few of the potential deletions from the HSCI and Stock Connect have large holdings via Southbound Stock Connect and these stock could see some selling.</li>
</ul>


The review period for the March review of the HSCI ends on 31 December. There are expected to be a lot more inclusions than deletions at the review.
There are quite a few stocks that should be included following their listing over the last couple of months while others are now potential inclusions after passing the velocity test.
Quite a few of the potential deletions from the HSCI and Stock Connect have large holdings via Southbound Stock Connect and these stock could see some selling.


HSCI Index Rebalance and Stock Connect: More Inclusions than Exclusions in March

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Major global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE) continue to trend higher and are devoid of bearish inflections. Additionally, the US dollar (DXY) is likely headed lower, something we view as a positive risk-on signal for global equities. As a result, we remain bullish and we continue to recommend adding exposure on pullbacks.

Major global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE) continue to trend higher and are devoid of bearish inflections. Additionally, the US dollar (DXY) is likely headed lower, something we view as a positive risk-on signal for global equities. As a result, we remain bullish and we continue to recommend adding exposure on pullbacks.

Japan Breaking Out; EM Remains Leadership

China

China Zhongwang Holdings Ltd is principally engaged in the production of large-section and high value-added industrial aluminium extrusion products which are widely used in transportation, machinery and equipment, and electric power engineering sectors. The Company is also developing its industrial aluminium deep-processing technologies and aluminium flat rolled business.

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China Zhongwang Holdings (1333 HK)

CX Daily: Metal Magnate’s Fall From China’s Rich List to Bankruptcy

Metal /: Cover Story: Metal magnate’s fall from China’s rich list to bankruptcy Personnel /: China central bank Deputy Governor Pan Gongsheng...

Caixin Global

CX Daily: Four Things to Know About How China’s PE Funds Are Helping Revive Real Estate

Four things to know about how China’s PE funds are helping revive real estate. Beijing reaffirms Taiwan could adopt own social system after...

Caixin Global

HSCI Index Rebalance and Stock Connect: Plenty of New Listings Should Be Included

There could be up to 34 adds and 22 deletes for the HSCI in March based on market cap, liquidity and prolonged suspensions. A lot of new listings,...

Brian Freitas

HSCI Index Rebalance and Stock Connect: More Inclusions than Exclusions in March

We expect there will be a lot more inclusions than exclusions at the March rebalance of the HSCI. The changes to the index will result in changes...

Brian Freitas

Japan Breaking Out; EM Remains Leadership

Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...

Vermilion Research

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52-week Range

Market Cap (USDm)

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