China Communication Services: Lowest Exposure on Record
Communication Services allocations among active China managers are at their lowest levels on record. This analysis looks at the funds and the...
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Shanghai/Shenzhen Northbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the last week relating to the HKEX-Northbound facilities. Overall, net inflow over the past week was ~US$1.2bn -...
199 Views
Shanghai/Shenzhen Southbound Connect: Weekly Moves (22 August 2022)
Inside is a recap of movements in the Shanghai/Shenzhen-HK Connect. Overall, the net outflow over the past week was ~US$0.21bn, split (-US$0.24bn)...
196 Views
China Internet Weekly (22Aug22): E-Commerce, Logistics, Online Game, Food Delivery
Logistics companies’ revenue grew by over 10%, which reflects the recovery of e-commerce. The market size of Chinese online game continued to...
301 Views
Hang Seng Tech Rebalance - No Name Changes But Lots of Flow
On Friday the the HS Tech Index review was announced. NO ADDs. NO DELETEs, but ~5% one-way turnover on capping and FAF/share flow. Sensetime is big...
405 Views