Yandex: Moves to Top Russia Overweight
Ownership levels in Yandex hit all-time highs in EM active portfolios Yandex (YNDX US) overtakes Sberbank Of Russia Pjsc (SBER LI) as top...
250 Views
Yum China HK Listing - Relatively Bigger, Should Offer a Bigger Discount
Yum China Holdings, Inc (YUMC US) aims to raise around US$2.5bn in its Hong Kong secondary listing. I had taken an early look at the deal in...
378 Views
Hang Seng TECH Index - 'NASDAQ of the East' ETFs Are Here
On 20 July, the Hang Seng Indexes Company announced that they would be launching the Hang Seng TECH Index on 27 July. The next day the index jumped...
2.2k Views
Asia Ex-Japan Positioning: Entertainment Stocks See Inflows
Entertainment stocks see ownership levels soar. Average weights stand at 2.06% with a record 62% of funds exposed to the sector. Moves to the 3rd...
315 Views
Sea Ltd (SE US) - E-Commerce Epiphany
All eyes were on Sea Ltd (SE US), South East Asia's biggest market cap company, ahead of the release of its 2Q2020 results yesterday. Revenue...
437 Views