Northbound Flows: Big Sell Down
We highlight big sell down of USD 5.6bn last week by northbound investors, and highlight top three weekly sells were CATL, Ping An Insurance, and...
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Northbound Flows: Longi Green, Sungrow, Jiangxi Ganfeng, Zijin Mining
We highlight weekly Northbound inflows into Longi Green, Sungrow, Jiangxi Ganfeng, Zijin Mining, Yangtze Power, and outflows from BYD, Wuliangye,...
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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 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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