China's [Maybe] Biggish [Quasi?] Bazooka
The China Maybe-Biggish Quasi-Bazooka is turning more Big Bazooka-ish. Bloomberg reports China may inject RMB 1 trillion of new capital into big...
761 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
549 Views
EQD | Asia Monthly Vol Roadmap: Elevated IV's in CSI300 and Hang Seng Present Tactical Opportunity
Implied volatility levels across key Asian indices present several tactical opportunities this month for outright or pairs trades...
319 Views
China ETF Inflows & Impact: Concentrated, Then Diversified; Central Huijin Steps Up
Nearly US$37bn has flowed into mainland China listed ETFs since 2 January and could be driven by the National Team supporting the market. Central...
494 Views
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