Global Funds China Fall: Gap to US Largest in History
China allocations among Global active funds have fallen to below pre 2017 levels. Average holding weights among the 381 funds in our analysis...
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Global Emerging Markets Weekly: 27 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Softbank Group - The Great Unwinding Has Shifted from the Discount to Underlying Value
Virtuous circle themes have been replaced by vicious circle narratives and share price weakness is now driven by declines in asset value with BABA...
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HKEx (388.HK): A-Share Index Future Launch, A Game Changer for HKEx Derivative Business
We expect China A-share index future will reshape HKEx with more balanced revenue stream from both cash equity and derivative. We remain bullish on...
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