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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Mainland Connect NORTHBOUND Flows (To 22 Mar 2024): NB Turns Net Seller, CATL the Big Buy
After nearly 100bn RMB of inflows over the last 7-8 weeks, a week of RMB 7+bn of outflows. Felt like trimming rather than hard selling. CATL was...
388 Views
Mainland Connect NORTHBOUND Flows (To 15 Mar 2024): Biggest Net Buying in a While, CATL a Big Buy
Mainland NORTHBOUND Connect saw HUGE buying. Not clear if real foreigners or fake foreigners but huge buying. CATL a big winner. Banks kind of...
407 Views
Mainland Connect NORTHBOUND Flows (To 1 Mar 2024): Foreigners Buy a New Set of Names
Mainland Connect NORTHBOUND net flows were again heavily to the buy side. This is the fifth week of trading in a row of net buying. Almost every...
354 Views
CATL Hitches Up With Didi, Broadening Move in Battery Swapping
Battery giant Contemporary Amperex Technology Co. Ltd. (CATL) (300750.SZ -0.92%) has set up a battery swapping joint venture (JV) with...
264 Views