Z.AI/Knowledge Atlas (2513.HK): No Concern – Kimi Targeting Different Customers
Moonshot’s Kimi K3 model outperformed Z.AI’s GLM-5.2. However Moonshot’s B2C and B2B customers are very different from Z.AI’s. Furthermore, Z.AI’s...
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Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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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...
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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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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...
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