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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Quiddity Leaderboard SSE50/180 Dec 24: Some Expected DELs Could Underperform Peers
We see 5 changes for the SSE 50 index and 18 changes for the SSE 180 index. There are four more months for the reference period to end and our...
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EU's Battery and Solar Investments, One Year After, Part II
Chinese companies have been absent in building capacity in EU, due to lack of upstream material supply. EU's own capacity building is cautious and...
260 Views
Mainland Connect NORTHBOUND Flows (To 14 June 2024): Large Tech Buying, Large Consumer Selling
Mainland Connect NORTHBOUND flows this past 4-day week were heavily to the sell side. Consumer Staples/Discretionary were HUGE net sells. Tech was...
227 Views
EU's Battery and Solar Investments, One Year After, Part I
Chinese companies accounted for a quarter of battery investments in EU. This ratio has increased materially over the past 12 months and will...
193 Views