Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Kweichou Moutai - A Gift that Keeps Giving
Kweichou Moutai - A Gift that Keeps Giving. This article expounds on topical issues such as shareholder donations, channel reform and related...
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Weilong Delicious Global Pre-IPO - The Negatives - Spicy Valuation
Weilong Delicious Global, a spicy snack food company in China, aims to raise around US$1bn in its Hong Kong IPO. The company was recently backed by...
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Weilong Delicious Global Pre-IPO - The Positives - Fast Growth, Strong Backers
Weilong Delicious Global, a spicy snack food company in China, aims to raise around US$1bn in its Hong Kong IPO. It recently undertook a pre-IPO...
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