Emerging Markets Ex-China: Looking Back... And Forward
EMXC's AUM has increased from US$420m in March2021 to US$11bn now. That has led to selling of China stocks and buying of other EM stocks. The U.S....
460 Views
Ping An A/H Premium: Blow Out Could Lead to Sharp Reversal
The Ping An AH premium has dropped from the highs of 40% mid last week. There should be a further drop in the AH premium, but it could be a bumpy...
881 Views
Chinese Airports at Inflection Point, Low Risk and High Visibility Growth Sector
Chinese airports have underperformed the CSI 300 despite a successful turnaround. There will be a surge in lucrative international flights that...
301 Views
Index Rebalance & ETF Flow Recap: FRTIB, Japan, CSI300, CSI500, STAR50, WuXi XDC, Asahi
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
652 Views
China ETFs: Inflows Continue to Support the Market
Money continues to flow into mainland China ETFs with the total inflows since 18 July over US$25bn. This has likely helped stabilise the market and...
453 Views