EM Fund Positioning:Â 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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Sino-US/ Tech/ Covid-19/ Exercise/ Babies
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
425 Views
Edtech/ Evergrande/ US-China/ Taiwan/ Tibet
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
559 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...
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Weekly Innovation Review (WIRE) #42
Headline Developments: Another bad week for Didi (DIDI) , with the stock plummeting a further 21% after Bloomberg reported that Chinese regulators...
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