bullish
Quiddity Leaderboard HSCEI Mar25: One Change Likely; US$204mn One-Way; Sector-Neutral Trade Idea
391 Views10 Feb 2025 16:26
We expect China Resources Power (836 HK) to get added and Li Ning (2331 HK) to get deleted. Both names have more than 1x ADV to trade.
What is covered in the Full Insight:
- Introduction to HSCEI and Rebalance
- Index Selection and Methodology
- Quiddity Leaderboard Analysis
- Expected Changes and Implications
- Trade Recommendations and Performance
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Changes to Hang Seng Methodology - Early Doors but $3bn a Side Across Major Indices26 Mar 2025
- Quiddity Leaderboard HSIII Jun25/Sep25: Capping Flows in June and Index Changes in September17 Mar 2025
- Quiddity Leaderboard HSCEI Jun25: Large Price Swings Needed to Trigger Index Changes17 Mar 2025
- Quiddity Leaderboard HSTECH Mar 25: US$716mn One-Way; Large Outflow for Xiaomi10 Feb 2025
- Quiddity Leaderboard HSCEI Mar 25: China Resources Power (836 HK) Could Replace Li Ning (2331 HK)06 Jan 2025
- Quiddity TDIV/50/100 Dec 24 Results: 100% Hit Rate; 20x+ ADV for Many Names; US$2.3bn One-Way06 Dec 2024
x