China Takes It up Another Notch-Property Proposals Change the Game
Unsold property proposals are BIG news for China markets. China is emulating the Fed's strategy of boosting market confidence with positive news...
216 Views
HSCEI Index Rebalance Preview: One Change or Two in June?
Announcement is in 4 trading days. Among the potential deletes, SenseTime has soared while Xinyi Glass has dropped. Zijin Mining, Beigene and PICC...
795 Views
HSTECH Index Rebalance Preview: Round-Trip Trade of US$2.4bn in June
We do not forecast any constituent changes for the HSTECH in June but there could be capping changes for 7 stocks. Li Auto is the big buy; there...
549 Views
Overview #4 - Analysis of Chinese Travel Data Is on the Wrong Path.
Changing consumer preferences affecting Chinese May Day travel data, while consumers in the US and Japan are dealing with declining real incomes.
273 Views
China Ups the Ante with Relaxation of Property Curbs
The relaxation of property curbs in Beijing is a massive positive signal to the market and is not to be underestimated. Other data from China...
256 Views