Ministry of Housing Press Conference – First Take
The next step on more detailed measures on stabilising the property market in China. Some big positives but disappointment likely for some
218 Views
Stay Calm and Don’t Panic! Overbought Conditions Meet an Overhyped Meeting.
Correction in markets expected after rapid rise, detailed fiscal stimulus plans to come from State Council or MoF, capital market reforms...
1.1k Views
HSTECH Index Rebalance Preview: $800m Round-Trip Trade
We do not forecast any constituent changes for the HSTECH index in December. Capping changes will lead to a one-way turnover of 2.15% and a round...
731 Views
Overview #10 -China Knocks It Out of the Park
A review of recent events/data impacting our investment themes and outlook. We look at the implications of the China stumulus package and Japan's...
1.4k Views
HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)
The September rebalance of the HSI, HSCEI, HSTECH and HSIII indices will use today's closing prices for capping. The round-trip trade across the...
432 Views