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2min chapter
When Markets De-Risk, But Not Decouple (from China)
Market Depth
The Importance of Rebalancing Indexes and Benchmarks
The China PMI may have triggered a directional sell off in Hong Kong. Japan equities had an incredible month, if not year to date,. especially of May as the world's best performing index. There are global equity portfolios that are now currently overweight Japan equities from their target allocations and therefore they have to sell off some of their Japan equity gains from the month. The JPX prime one 50 index just rolled out; this is going to be seen as a potential new index that foreigners, all these foreign inflows will be referencing off of.
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