EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
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China Private Education: More Regulations Rolled Out Backing "Double Reduction"
More detailed regulations on after-school tutoring have been rolled out by various ministries and local governments in Sep. The higher education...
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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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China Private Education: How to Position After the Regulatory Crackdown?
Focus on higher and vocational education sub-segments is the best position amid regulatory crackdown. For online players, New Oriental looks more...
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Global Emerging Markets Weekly: 23 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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