Daily BriefsEnergy & Materials Sector

Daily Brief Energy/Materials: Beijing Enterprises Clean Energy Grp and more

In today’s briefing:

  • Quiddity HSCEI Dec 23 Flow Expectations: At Least One Change Likely; There Could Be More


Quiddity HSCEI Dec 23 Flow Expectations: At Least One Change Likely; There Could Be More

By Janaghan Jeyakumar, CFA

  • In this insight, we take a look at the potential index changes and the resultant capping flows for HSCEI in December 2023.
  • Based on the latest available data, I expect one ADD and one DEL for HSCEI in December 2023. 
  • There is more than one potential ADD in the top 40 according to my estimates but recent history tells us some of these names are not “index-provider-friendly.

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