China Macro: Exports Disappoint, but It's Still Early in the Game
May export data were considerably weaker than expected, but in our view, it's still much too early to call an inflection point.
520 Views
CSI300 Index Rebalance: 25 Changes as Long/Short Trade Does Well
There are 25 changes to the CSI300 Index that will be implemented at the close on 11 June. One-way turnover is 3.67% and the adds have outperformed...
491 Views
China Equity Strategy: Market Set to Rebound and Rotate Back into Growth-Focused Tech
We become increasing encouraged that China equity market could stage a medium-term rebound after prolonged market correction since beginning of the...
338 Views
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
185 Views
CSI300 Index Rebalance Preview: Recovering from the Growth Sell-Off
We forecast 30 changes to the CSI300 Index at the June review that will be announced at the end of May and effective 11 June. The expected...
406 Views