Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
469 Views
Shanghai/Shenzhen Connect Ideas: Ping An Results/Buybacks, Tsingtao A/H (2019-08-16)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
434 Views
Smartkarma’s Week That Was in China, Japan, & Korea: Dangerous Conflict Between Abe & Moon
In the past two weeks, the biggest news impacting China/Hong Kong, Japan, and Korea was the announcement by the Abe administration that Japan will...
498 Views
Shanghai/Shenzhen Connect Ideas: Duty-Free Shops, Yanghe, Wuliangye, Meinian (2019-07-12)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
569 Views
Shanghai/Shenzhen Connect Ideas: Ping An & Wuxi Apptec (2019-07-05)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
505 Views