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...
168 Views
HSCI Index Rebalance: 38 Adds, 29 Deletes & Changes to Southbound Stock Connect
There are 38 adds and 29 deletes for the HSCI at the September rebalance to take the number of index constituents up to 518. There will be a lot of...
482 Views
Hong Kong Connect Flows (Jul 5th): CCB, China Mobile, ICBC, CMB, Petrochina, Tencent
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for CCB, China Mobile, ICBC, CMB, Petrochina, Tencent.
302 Views
A-H Premium Weekly (Jul 5th): China Tourism, Ganfeng Lithium, China East Air, Petrochina
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Tourism,Ganfeng Lithium,China East Air,Petrochina.
308 Views
HSCI Index Rebalance Preview and Stock Connect: Potential Changes in September
There could be nearly 80 adds/deletes for the HSCI in September. That will trigger changes to the Southbound Stock Connect list and increase flows...
551 Views