SSE50 Index Rebalance: In Line with Forecasts; Trades Performing Well
There are 5 changes for the index in Dec - all in line with forecasts. There is a big sector skew. Trades have been performing well. Pre...
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SSE50 Index Rebalance Preview: Sector Shift as IT and Financials Drop
We forecast 5 changes in December as Energy, Industrials and Materials weights increase and IT and Financials drop. One-way turnover will be over...
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China A-Share Deep Dive: Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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Shanghai/Shenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
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SSE50 Index Rebalance Preview: Sector Rotation To Continue
We forecast 5 changes for the SSE50 Index in December. There are a few names that are close to add/delete zone and price/volume changes can lead to...
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