EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Asia Shorts: Shenzhou, Xiaomi, BABA, BYD, Renesas, Shionogi, Freee, Celltrion, LGD, Novatek, Wan Hai
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views
Xiaomi (1810 HK): 2Q21, Not Just Higher Growth, Margins Up in All Businesses
The revenue growth rate continued to rise. The main business, smartphone, rocketed up by 87% YoY. All minor businesses grew aggressively. The gross...
255 Views
Asia Shorts: Meituan, Geely, Kuaishou, COLI, Toshiba, Freee, NCSOFT, SK Tel, Yang Ming, Wan Hai, EMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
279 Views
Xiaomi (1810 HK): Sold More Smartphones Than Apple, Expect Higher Growth and Margin
Xiaomi’s global smartphone shipments exceeded Apple. The company’s shipment growth is the most rapid in and outside of China. We also believe the...
360 Views