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...
556 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...
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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...
684 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...
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