China Equity Strategy: Domestic Funds Rush to Deploy Capital in Hong Kong Market
China mainland funds have accelerated their capital deployment in Hong Kong market in the new year. The fund inflow to Hong Kong has exceeded RMB...
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Hong Kong Connect Flows (June): AI Driven $4.6bn Inflows
We estimate inflows to be $4.6bn from mainland investors to HK stocks in June. We highlight flows for Alibaba, Kingboard Laminates, Kingboard,...
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HS TECH Index Earning Revision (Jun): LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN
We analyzed HS TECH's consensus for Jun 2026 and highlighted changes of EPS in LI AUTO, NTES, XPENG, KINGSOFT, TRIP.COM, MEITUAN.
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Emerging Market Positioning: Macro Overview
Copley Fund Research analyse the holdings of long only Mutual Funds. In this analysis, we focus on Global Emerging Market Funds. Our GEM fund...
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Smartkarma Originals
Asian SaaS Stars: Opportunities, Market Outperformance, & Key Challenges
The Asian Software-as-a-Service (SaaS) is a highly fragmented sector filled with numerous innovative companies. Thousands of companies compete in...
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