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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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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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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