FTSE Campollo

Slide1: 

Where there’s a market, there’s a FTSE Index Global Trends Small Caps, China and Hedge Funds Carmen Campollo

Content: 

Financial Innovation and FTSE Global Trends Global Small Caps China Hedge Funds Content

What is driving the interest on Small Caps: 

What is driving the interest on Small Caps

Global growth should accelerate: 

Global growth should accelerate

FTSE Global Small Cap Index Performance: 

FTSE Global Small Cap Index Performance

FTSE Global Small Cap Index Performance: 

FTSE Global Small Cap Index Performance

FTSE Global Small Cap Index Performance: 

FTSE Global Small Cap Index Performance

FTSE/Xinhua Index - Family: 

FTSE/Xinhua Index - Family FTSE/Xinhua China Government Bond Index Bond Index FTSE/Xinhua China A 200 Composite Index Composite Index FTSE/Xinhua China A 200 FTSE/Xinhua China A 400 FTSE/Xinhua China A 600 FTSE/Xinhua China A Small Cap FTSE/Xinhua China A All-Share FTSE/Xinhua China B 35 FTSE/Xinhua China B All-Share FTSE/Xinhua China 25 International Index Equity Index Benchmark indices Tradable indices FTSE/XinhuaChina A 50

China’s Stock Market – development: 

China’s Stock Market – development

China’s Stock Market - Capitalization by Share Type : 

China’s Stock Market - Capitalization by Share Type Share Type Market Cap in USD Million 64 % 2 % 20 % 15 % Source: FTSE; 30th April 2004

Chinese Share Description: 

Chinese Share Description A shares are securities of Chinese incorporated companies that trade on either the Shanghai or Shenzhen stock exchanges. They are quoted in Chinese Renminbi (RMB) Yuan. They can only be traded by residents of the People’s Republic of China (PRC). B shares are securities of Chinese incorporated companies that trade on either the Shanghai or Shenzhen stock exchanges. They are quoted in US dollars (USD) on the Shanghai Stock Exchange and Hong Kong dollars (HKD) on the Shenzhen Stock Exchange. They can be traded by non-residents of the PRC and also residents of the PRC with appropriate foreign currency dealing accounts. H shares are securities of companies incorporated in the PRC and nominated by the Chinese Government for listing and trading on the Hong Kong Stock Exchange. They are quoted and traded in Hong Kong dollars. Like other securities trading on the Hong Kong Stock Exchange, there are no restrictions on who can trade H shares. Red Chip shares are securities of Hong Kong incorporated companies that trade on the Hong Kong Stock Exchange. They are quoted in Hong Kong dollars. Red Chips are companies that are substantially owned directly or indirectly by the Chinese Government and have the majority of their business interests in mainland China.

China’s Stock Market – QFII (by 5rd Dec, 2003): 

China’s Stock Market – QFII (by 5rd Dec, 2003)

Development of Investment Funds 　: 

　　 Development of Investment Funds 　

FTSE/Xinhua Index - China 25: 

FTSE/Xinhua Index - China 25 The FTSE/Xinhua China 25 Index is a real-time, tradable index designed for use as the basis for both on-exchange and OTC derivative products, mutual funds and ETFs. The index includes the top 25 Chinese companies including B Share, H Share and Red Chip by total market cap. The index is designed to meet fund regulatory requirements worldwide, with constituent weightings capped at 10% to avoid over-concentration in any one stock.

Performance and Tracking Stats: 

Performance and Tracking Stats *Data as of 31/12/2003 Correlation and Tracking Error Annualized Return Standard Deviations (volatility)

FTSE/Xinhua Index - China 25 Composition: 

FTSE/Xinhua Index - China 25 Composition Source: FTSE; November 2003

FTSE/Xinhua China 25 vs. MSCI China TRI performance: 

FTSE/Xinhua China 25 vs. MSCI China TRI performance Source: FTSE; 30th April 2004

 FTSE/Xinhua and other providers: 

FTSE/Xinhua and other providers Source: FTSE, HSI & MSCI, Nov 2003

FTSE Contact Details: 

FTSE Contact Details FTSE Americas Inc. 1330 Avenue of the Americas 10th Floor New York, NY 10019 Carmen Campollo Carmen.Campollo@FTSE.com Telephone: 212 641 6180 Fax: 212 641 6190 Client Service: 1 888 747 FTSE Website: www.FTSE.com