China A-Shares: Industrials Revolution
Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors. Today's weight of 18.7% and overweight of...
371 Views
Megmeet (麦格米特) A+H Pre-IPO: Early Thoughts
Megmeet is seeking an A+H listing. This note covers the company's business and industry context, and gives our early valuation view.
131 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
412 Views
Northbound Flows (2Q2026): $20bn Inflows
We analyzed Northbound connect data for 2Q2026 and highlight flows for CATL, WEICHAI POWER, SUZHOU TFC OPTICAL COMMUNICATION, Luxshare Precision,...
206 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
352 Views