Smartkarma Originals
APAC Insurers Series (#2): AIA or Prudential?
Pru’s recent correction offers investors an opportune window to buy into its premium franchise (vs. AIA), although both stocks provide investors...
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Another Reason To Like China Mobile (941 HK)
China Mobile remains cheap as it likely has more dividend payout ratio upside as per the plans when the A-shares were listed. Now we are on track...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Emerging Markets: Structural Shifts as Allocations Stabilise Among Global Funds.
Average EM weights of 7.05% sit near the lower end of the decade-long range. While active managers remain structurally underweight EM, this has...
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HK Short Interest Weekly: Baba, HSBC, Ntes, AIA, Bidu, Galaxy Ent
We analyzed the latest HK SFC report for aggregate short position as of Aug 9th and highlight short interest changes in Baba, HSBC, Ntes, AIA,...
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