EM Underweight Hits Record High Among Global Managers
Active Global managers are running record underweights in Emerging Market stocks. The average Emerging Markets allocation sits underweight -4.56%...
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Pre-IPO ESG Analysis: DiDi's Exemplary ESG Achievements Eclipsed By Regulatory Risks and Uncertainty
DiDi boasts positive ESG achievements in areas under its control, but there's a big ESG issue beyond its control – regulatory risk. But, proactive...
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Krafton and Mirae Asset Are Playing a Fairly Risky Game
This post identifies what is going on between the Financial Supervisory Service and Mirae Asset regarding the listing of Krafton and what their...
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Hong Kong Connect Flows: $1.2bn Outflow from Tencent
We highlight southbound inflows of Hong Kong Connect into Geely Auto (175 HK), and Wuxi Biologics (2269 HK), as well as outflows from Tencent (700...
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Tencent Holdings – Digging In Their Heals
TENCENT HOLDINGS: Tencent' s Afterpay recently announced a further expansion of its BNPL model to several major US merchants in order to boost...
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