CSI300 Index Rebalance Preview: 18 Changes in Dec; Third Plenum; ETF Inflows; Short Sell Crackdown
There could be 18 changes in December. The adds have outperformed the deletes but near-term performance has been meh. There were ETF inflows last...
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CSI300 Index Rebalance: 25 Changes as Long/Short Trade Does Well
There are 25 changes to the CSI300 Index that will be implemented at the close on 11 June. One-way turnover is 3.67% and the adds have outperformed...
546 Views
CSI300 Index Rebalance Preview: Recovering from the Growth Sell-Off
We forecast 30 changes to the CSI300 Index at the June review that will be announced at the end of May and effective 11 June. The expected...
441 Views
CSI300 Index Rebalance Preview: Maxing Out the Number of Changes
We see 30 potential inclusions/exclusions to the CSI300 index at the June review that will become effective COB 11 June. With a lot of benchmarked...
661 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
288 Views