China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
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China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
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Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
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Hong Kong Buybacks Weekly (Nov 15th): AIA, Cosco Shipping, Sinopec
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were AIA (1299 HK),...
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HK Short Interest Weekly: Mnso, HSBC, China Mobile, Baba, Li Auto
We analyzed the latest HK SFC report for aggregate short position as of Nov 1st and highlight short interest changes in Mnso, HSBC, China Mobile,...
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