Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

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Equity Bottom-Up

The Chinese authorities have finally approved the longawaited Shenzhen-Hong Kong Stock Connect. A joint statement by the two regulators in China and Hong Kong stated the timeline in preparing for the second stock connect program would be around four months.This includes the finalisation of trading systems and clearing rules for the exchanges, regulatory approvals, the completion of trading operations and systems for market participants and investor education.We adjust our forecasts to incorporate one month of the Shenzhen Connect but note possible delays as the Shanghai Connect program was pushed back prior to its launch.Analyst: Michael Wu

The Chinese authorities have finally approved the longawaited Shenzhen-Hong Kong Stock Connect. A joint statement by the two regulators in China and Hong Kong stated the timeline in preparing for the second stock connect program would be around four months.This includes the finalisation of trading systems and clearing rules for the exchanges, regulatory approvals, the completion of trading operations and systems for market participants and investor education.We adjust our forecasts to incorporate one month of the Shenzhen Connect but note possible delays as the Shanghai Connect program was pushed back prior to its launch.Analyst: Michael Wu

Long-Awaited Shenzhen-Hong Kong Stock Connect Approved; Upside Factored In

China

Shenzhen Composite Index is an actual market-cap weighted index (no free float factor) that tracks the stock performance of all the A-share and B-share lists on Shenzhen Stock Exchange. The index was developed on April 3, 1991 with a base price of 100. 

Shenzhen Stock Exchange Composite Index (SZCOMP INDEX)

Long-Awaited Shenzhen-Hong Kong Stock Connect Approved; Upside Factored In

The Chinese authorities have finally approved the longawaited Shenzhen-Hong Kong Stock Connect. A joint statement by the two regulators in China...

Morningstar, Inc.