Asset Allocation & Fund Positioning, Copley Fund Research

Steven Holden

Asset Allocation & Fund Positioning

Copley Fund Research

Copley Fund Research provide research and data on asset allocation among Global and Emerging Market equity funds.  The analysis details absolute and relative positioning across countries, sectors and industries together with highly granular data on single stock and single fund allocations.  The data is updated monthly with time series going back to January 2011.

Global Research - Analysis of 165 prominent Global equity funds, combined AUM $335bn
GEM Research - Analysis of 127 prominent global EM equity funds, combined AUM $250bn

Asset Allocation - Global and GEM Equity

Thematic (Sector/Industry)

<ul>
<li>Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors.  Today's weight of 18.7% and overweight of 1.69% are near peak levels.</li>
<li>The most widely held stocks in the sector are CATL (A), Luxshare Precision Industry (002475 CH), Shenzhen Inovance Technology Co. (300124 CH) and EVE Energy (300014 CH)</li>
<li>Weight increases in the Industrials sector far outweighed decreases over the last half of 2021. Sungrow Power Supply (300274 CH) and NARI Technology Co (600406 CH) were among the beneficiaries.</li>
</ul>


Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors.  Today's weight of 18.7% and overweight of 1.69% are near peak levels.
The most widely held stocks in the sector are CATL (A), Luxshare Precision Industry (002475 CH), Shenzhen Inovance Technology Co. (300124 CH) and EVE Energy (300014 CH)
Weight increases in the Industrials sector far outweighed decreases over the last half of 2021. Sungrow Power Supply (300274 CH) and NARI Technology Co (600406 CH) were among the beneficiaries.


Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

Inner Mongolia Energy Engineering / Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/24217" target="_blank" data-smartkarma-citation="entities:24217:1">Inner Mongolia Energy Engineering (1649 HK)</a>, a China Inner Mongolia-based provincial power solution provider, is seeking to raise US$150m to fund its expansion. In this insight, we will briefly go through the company's fundamentals, the industry's prospects, highlight red flags, compare its valuation to peers, and score the deal in our ECM Framework. </p><div><h2>Deal and framework score overview</h2></div><p>The below embed is from our IPO tool, which has been designed to provide you with timely information on all IPO…</p>

Inner Mongolia Energy Engineering (1649 HK), a China Inner Mongolia-based provincial power solution provider, is seeking to raise US$150m to fund its expansion. In this insight, we will briefly go through the company's fundamentals, the industry's prospects, highlight red flags, compare its valuation to peers, and score the deal in our ECM Framework. Deal and framework score overviewThe below embed is from our IPO tool, which has been designed to provide you with timely information on all IPO…

Inner Mongolia Energy Engineering IPO: Beware Power Investment Trends and Red Flags

China

Power Construction Corporation of China, Ltd provides electric utility line construction services. The Company develops and constructs hydropower engineering, water works engineering, thermal power engineering, new energy engineering, and other projects. Power Construction China also operates property development.

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Power Construction of Chi (601669 CH)

China A-Shares: Industrials Revolution

Over the past 2 years, Industrials exposure has almost doubled among China A-Share active investors. Today's weight of 18.7% and overweight of...

Steven Holden

Inner Mongolia Energy Engineering IPO: Beware Power Investment Trends and Red Flags

Inner Mongolia Energy Engineering (1649 HK), a China Inner Mongolia-based provincial power solution provider, is seeking to raise US$150m to fund...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)