🇨🇳đź‡đź‡° That Was The Week That Was • China/Hong Kong 22nd-27th July 2019 @Smartkarma
TW3 CHINA/HONG KONG 22-27 JUNEThis TW3 covers China and Hong Kong and is a companion to the North Asian TW3 published earlier today. The weight of...
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AIA (1299 HK): An All-Weather Compelling Play On China, Despite The Risks And Valuation
AIA Group Ltd (1299 HK) is one of the best China plays with its high quality business and compelling structural growth story, despite several key...
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Active GEM Funds Trounce Passive in H1
Actively managed GEM funds had a fantastic first half of 2019. Year to date absolute returns for the average GEM fund stand at 13.06% compared to...
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Alibaba (BABA US): Early Thoughts on the Hong Kong Listing
Alibaba Group Holding (BABA US) seems to be going ahead with its rumoured secondary listing in Hong Kong. According to some media reports, Alibaba...
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GEM Active Funds:Â Big Q1 Outperformance
Global Emerging Market funds made a strong start to 2019, with just over two-thirds of funds outperforming the benchmark, generating an average...
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