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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CSI HKC Internet Index Adhoc Rebalance: NetEase (9999 HK) Buying at the Close Today
NetEase replaces Marketingforce in the HKC Internet Index after the close today. Mainland investors have been buying NetEase via Connect....
228 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
512 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
China Equity Strategy: Tug of War, Policy Uncertainty and Plenty Liquidity
We remain sanguine on China equity market outlook in 2H 2021 given the earning growth and plenty liquidity, but would wait for more clarity on...
388 Views