China: EM Active Fund Positioning Update. BABA Drives Allocations Lower
China allocations fall to 2-year low, driven by widespread closures in Alibaba Group, New Oriental Education, China Mobile and CNOOC Ltd.
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Screening for GEMs: January 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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Hong Kong Connect Flows: Tencent, Meituan, CNOOC
We highlight weekly connect inflows into Tencent (700 HK), Meituan (3690 HK), CNOOC (883 HK) and outflows from Wuxi Biologics (2269 HK), and CR...
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Hong Kong Connect Flows: Chinese Were Buying Utilities Towards End of 2021
We highlight weekly Hong Kong Connect inflows into CNOOC, Meituan, Xiaomi, alongside utility names (Longyuan, China Resource Power, China Power...
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“Buy the Worst” Strategy into Year 3: What's on for 2022 to Beat the HSI?
Our "Buy the Worst" strategy outperformed HSI by a massive 26.1pp YTD. For 2022, new names are Haidilao, Ali Health, Alibaba, Sands China and...
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