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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Invest in China Growth Equity in High-Rate Environment
Trump's policies may lead to high US interest rates and a depreciating Renminbi. As remedy outside of buying high dividend stocks, we propose a...
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China's Real Estate Market Showed Beyond-Record Rebound in Year End...Will It Carry to 2025?
China's real estate market shows signs of rebound with narrowing decline in home prices, potential stabilization post Chinese New Year 2025. KE...
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