Fast Deterioration of Housing Transaction Post CNY Pointed to Fragile Recovery
Home transactions in 2025 are below trend post Chinese New Year due to a temporary lull after crowded trading, with potential downside risk for...
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[Blue Lotus China Growth Equity Weekly (3/52)] Recovery Persist, Focus on Profitablity New
This week's macro data pointed to gradual recovery. We also found new focus on profitability by leading companies, which is a good sign.
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Asia Ex-Japan Funds: Stock Positioning Update
Top holdings remain unchanged: TSMC, Samsung Electronics, and Tencent are almost universally owned. TSMC hits record weights but active funds sell...
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China Growth Equity Weekly Wrap (52/2024): Positive Macro, BEV Revival & Good Time to Invest in SaaS
China plans to issue RMB3tn in special treasury bonds in 2025, BEV sector sees growth with battery swapping and charging network partnerships,...
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Real Estate: Recovery Among Active GEM Funds
Real Estate exposure among active Emerging Market funds is rebounding after a decade-long bear market from 2012-2022, with the U.A.E leading the...
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