Tech Supply Chain Tracker (04-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.
Taiwan progresses in offshore wind regulations, while collaborations with Poland advance in photonics; China's OLED investment benefits South...
Tech Supply Chain Tracker (03-Jul-2024): Taiwan to announce offshore wind rules by 3Q24.
Taiwan to release offshore wind regulations, Poland-Taiwan industrial cooperation, China's OLED investment, VinFast factory in India, edge AI...
CSI 500 Index Rebalance: 50 Changes a Side Leads to 12%+ One-Way Turnover
There are 50 adds/deletes for the index in Dec. One-way turnover is 12.6% leading to a one-way trade of CNY 9bn. There are 16 overlaps between the...
CSI500 Index Rebalance Preview: 50 Adds/Deletes in December
We expect 50 adds/deletes at the December rebalance with one-way turnover expected to be over 13% & the one-way trade around CNY 8bn. There is a...
CSI500 Index Rebalance Preview: Positioned for Outperformance
There could be 50 changes to the index in December. We estimate a one-way turnover of 13.67% at the December rebalance leading to a one-way trade...
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