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...
475 Views
Semen Indonesia (SMGR IJ) - Bedding Down with Lafarge Holcim - On the Ground in J-Town
A meeting with Semen Indonesia Persero Tbk (SMGR IJ) in Jakarta last week in its South Quarter Headquarters shed more light of the company's...
543 Views
Shanghai/Shenzhen Connect Ideas: Healthcare Inflows Offset by Financials (2019-06-28)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
484 Views
Shanghai/Shenzhen Connect Ideas: Moutai Inflows Were Back, Tsingtao Too (2019-06-14)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
602 Views
The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
982 Views