Value or Momentum?
Oct01
October 2020 Over the weekend, China announced a new set of rules simplifying the QFII mechanism and broadening its access, effective November 1, 2020. We are excited to see continued capital market reform in China. This latest set of changes is likely to increase trading volumes and foreign institutional participation in China.
May28
Mid-May 2020 Shelter-In-Place: What Are People Doing At Home? Watching Netflix, riding Peloton, eating Beyond Meat burgers and… trading stocks! In the U.S., retail trading platforms like Robinhood, Schwab and E-Trade have recorded blockbuster volume growth as people staying home now have a glut of time and are using it to trade
May08
May 2020 Global equity markets experienced a dramatic and sharp sell-off in March, followed by a sharp rebound in April. We are all being bombarded by a plethora of data, emails and news articles, but it can be tough to parse the information from the noise. Here at Nipun, we have
Apr18
Will the Size Premium Persist in China? “Markets are moved by a mix of rational calculus and human behavior.” – Royal Swedish Academy of Sciences in its 2013 Nobel Memorial Prize Economics Award Equity markets are always evolving. A change in the mix of market participants, a change in the behavior of market
Apr04
Over the last few years, the Stock Connect program replaced QFII as the main access route for onshore Chinese equities. However, the China Securities Regulatory Commission recently released a consultation paper seeking feedback on a proposal to drastically simplify and enhance the QFII program. How is this likely to evolve
May30
China A : Bigger Than Expected Highlights: The Chinese A share market is the second largest in the world. It is also the most under-owned equity market.