Discover SZ/SH Connect: What Foreigners Are Buying in China (2018-12-06)
Starting from the Shanghai Connect implemented 2014, foreign investors, including both institutional investors and retail investors could access...
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China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
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CHINA - Big Brother Is Watching You More Than Usual - Smart Glasses Used by the Police
The police of Zhengzhou railway station are using “smart glasses with facial recognition” to find criminals. Founded in Beijing in 2014, they...
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Hangzhou Hikvision (002415 CH). Attracting Investment from EM Funds
There have been some interesting moves in stock positioning over the last 6 months among EM funds. The stock that stands out as seeing the largest...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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