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: EM Active Fund Positioning Update. BABA Drives Allocations Lower
China allocations fall to 2-year low, driven by widespread closures in Alibaba Group, New Oriental Education, China Mobile and CNOOC Ltd.
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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Xinyi Solar – Putting Its Balance Sheet to Work Could Generate Significant Upside
Xinyi Solar’s multiples trail peers by a significant margin despite a strong position in solar glass and an extremely profitable solar farm business.
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