CSI300 Index Rebalance: Methodology Tweak Results in More Changes & Larger Turnover
There are 28 changes to the CSI300 index at the Dec rebalance. A few large inclusions plus the expansion of the index universe pushes one-way...
696 Views
Shanghai/Shenzhen Connect Flows: Midea, Luxshare, Walvax
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
407 Views
Shanghai/Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
508 Views
China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
6.2k Views
China NPC17: Read Across to Telecoms and Internet
In addition to headline numbers like the GDP growth target (+6.5%) and CPI forecasts (unchanged at 3%), there were several announcements related to...
311 Views