China A-Share Deep Dive: Growth Slows, but EM Funds Remain Well Invested
China A-Share exposure has seen tremendous growth over the last decade, yet the rate of ownership growth has slowed this year. In this piece we...
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Northbound Flows Monthly (June): $11bn Inflows
We estimate $11bn inflow into A-share market through northbound in June and highlight monthly inflows into Moutai, Yili, East Money, Tongwei, and...
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Northbound Flows: Moutai, East Money, Gree, Wuxi Apptec, Tongwei
We highlight northbound Hong Kong Connect inflows into Moutai, East Money, Gree, Wuxi Apptec, and Tongwei from offshore investors.
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Northbound Flows: Shenzhen Inovance, Nari Technology
We highlight weekly Hong Kong Connect northbound inflows into Moutai, Yunnan Baiyao, Media Group, Shenzhen Inovance and Nari Technology.
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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...
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