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...
200 Views
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...
121 Views
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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