China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
206 Views
ChiNext/ChiNext50 Index Rebalance Preview: Jiangsu Hoperun's Multiple Index Inclusions & Big Risk
Review period ends today. We see 8 Chinext, 5 Chinext50 changes. Jiangsu Hoperun will have US$430m to buy, plus flows from CSI trackers, plus...
374 Views
China ETF Inflows & Implications: YTD Inflows Nearing US$150bn
Nearly US$150bn has flowed into mainland China ETFs year to date. 97% of that has gone into ETFs tracking headline indices, but there has been...
917 Views
ChiNext/ChiNext50 Index Rebalance Preview: 22 Changes & US$700m Trade
There could be 8 changes for the Chinext and 5 changes for the Chinext50. There are 4 overlapping stocks and there are stocks with over 1x ADV to...
374 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
551 Views