Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
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FWD Pre-IPO - The Positives - Growing Fast
FWD, a pan-Asian life insurer founded by Richard Li, aims to raise up to US$3bn in its US IPO. In this note, we will talk about the positive...
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Prudential Hong Kong Offering - Well Flagged Pivot to Asia, Mind the Liquidity Gap
Prudential aims to raise around US$2.8bn via an international and public offering in Hong Kong. The deal has been in the pipeline for a while.
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Mainland China – Here Comes The Rein Again
FINANCIALS IN CROSSHAIRS: Mainland China is appointing government officials to supervise the gaming companies. There appears to be a genuine...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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