China: EM Active Fund Positioning Update. BABA Drives Allocations Lower
China allocations fall to 2-year low, driven by widespread closures in Alibaba Group, New Oriental Education, China Mobile and CNOOC Ltd.
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A Quiet Single Day
Another year another Single's Day, but the pandemic has put a damper on this year's shopping bonanza. Faced with a shrinking pie, a new player is...
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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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PLI for White Goods: Domestic Companies Left Stranded
AC manufacturers were particularly abuzz when the first thought of PLI came in. However, the recent development of the scheme has left most of the...
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Li Ning (2331): Marching On
Li Ning's valuation and share price may sound expensive but the appeal of an online focus business with higher profitability and leaner capital...
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