Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Tesla's China Sales and Market Share Continued to Shrink In August
While China's NEV sales continued explosive growth in August, Tesla's Monthly MIC Model 3 sales fell by double-digits, again, versus last year,...
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Honda – Interpreting the Evolving GM Partnership for EVs
Honda's EV alliance with GM continues to deepen but is this a sign of Honda's full commitment to an EV shift in the US or just a risk hedge?
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Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
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Global Emerging Markets Weekly: 27 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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