AUKUS/ CPTPP/ Crackdowns/ CCP/ TMSR-LF1
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
467 Views
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.
394 Views
Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
274 Views
Didi/ Carbon/ Economy/ US-China/ Tech
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
535 Views
CCP/ Chips/ US-China/ Russia/ Hydro
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
521 Views