China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
1.5k Views
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
835 Views
Asia Real Estate: Early Stage Recovery
There are signs that a base has been building in Real Estate allocations, and that sentiment is starting to stabilise among active Asia Ex-Japan...
310 Views
ASEAN Builder's Scoop (8Dec21) - FIRT Enters Japan Nursing Home Market
FIRT enters Japan nursing home market; CK Asset previews Perfect 10 from S$3,200psf onwards; BDTK previews Zyanya from S$1,590psf onwards; Ascott...
279 Views
Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
324 Views