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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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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Xinyi Solar – Putting Its Balance Sheet to Work Could Generate Significant Upside
Xinyi Solar’s multiples trail peers by a significant margin despite a strong position in solar glass and an extremely profitable solar farm business.
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China Power International (2380 HK): Industry and Company Updates, Looks Relatively Inexpensive
China Power Intl is interesting as a new/renewable energy play among the traditional large power conglomerates in China. It has a high 47.1%...
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China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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