Shanghai/​​​​​Shenzhen Connect Flows: $2.6 Bn Inflows Last Week, All Time High Northbound Holding
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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HK Connect Flows: Chinese Were Buying Tencent & Xiaomi
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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HK - Shorts Increase on Alibaba, Xiaomi, AIA, Bud APAC; Decrease on Tencent
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 27 December.Total short notional...
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HK Connect Flows: Chinese Were Buying Banks
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
622 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
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