Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
688 Views
China: The Shift to a More Autarkic Governance Regime Will Hurt the Economy and Investors
On a tactical level, both onshore and offshore listed Chinese equities are starting to appear somewhat oversold and would rally sharply if the US...
767 Views
China A-Shares: The 3rd Wave
This report looks at A-Share positioning among GEM, Asia-Ex Japan and Global funds. It serves to highlight the continued growth in both the size...
802 Views
The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
1.2k Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
314 Views