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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HK Connect SOUTHBOUND Flows (To 12 Jul 2024); Slower Flows Gross and Net (Buy), Still SOEs
SOUTHBOUND net flows this past week were lower than has been the case in past weeks, but were positive every day, and have been positive 23 weeks...
306 Views
Hong Kong Connect Flows (Jul 12th): ICBC
We analyzed southbound Hong Kong connect flows in the past week. We estimate that there were inflows of USD 580.9 million and highlight flows for...
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June Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
190 Views
HK Connect SOUTHBOUND Flows (To 5 Jul 2024); SOE Bank and SOE Petro-Energy Flows Dominate
SOUTHBOUND flows this week were net positive every day. SOE Banks and SOE Energy names absolutely dominated the net buy list. The rest is kind of a...
320 Views