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...
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Northbound Flows (Apr 3rd): CATL, Moutai
We analyzed northbound Shanghai/Shenzhen connect flows in the past week and highlight flows for CATL, Moutai. Not e that connect scheme was closed...
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MSCI China Funds: Extremes in Positioning & Momentum
Momentum in Contemporary Amperex Technology and JD.com turns south, whilst Fuyao Glass Industry Group and Zhongji Innolight power to new highs.
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[Blue Lotus Daily]300274SZ/300750SZ/LI/NIO/1211HK/Huazhu/Atour/XPEV/9926 HK
New energy export data shows wind power growth,inverters at inflection point.BYD accelerates in 11th week,positive outlook for new energy vehicles...
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Mainland Connect NORTHBOUND Flows (To 8 Mar 2024): Utilities and Semis a Buy
NORTHBOUND Mainland Connect flows were small to the sell side this past week. Shenzhen accounts selling, SH buying. The net selling was about 5% of...
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