SPACs and ESG: Issues Related to the SPAC Vehicle Itself and Sustainability Use Cases
In Asia there is an undeniable upswell in SPAC activity – by SPAC sponsors, crown-jewel unicorns, and bourses like SGX. This covers ESG issues...
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China Equity Strategy: Growth Slowdown Risk, Potential Monetary Stimulus
China activity indicators are weakening and missed expectations in August. We expect there will be some monetary stimulus to stabilize the economic...
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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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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....
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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.
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