EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Hong Kong Buybacks Weekly (Jul 19th): Meituan, Tencent, Hsbc
We analyzed the Hong Kong buyback data in the past week and highlight the top 3 companies that repurchased the most shares were Meituan (3690 HK),...
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[Blue Lotus Daily]:BZ US/LI US/NIO US/XPEV US/1810 HK/1211 HK
Unemployment rate for 16-24 age group in US drops due to manufacturing sector; EV sales post-holiday weak, Xiaomi to launch new products on July...
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CX Daily: Tesla’s Chinese Rival Hits Accelerator on Smart Driving
BYD / In Depth: Tesla’s Chinese rival hits accelerator on smart driving Once mocked by electric-car billionaire Elon Musk, BYD Co. Ltd. has become...
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How to Stimulate China's Consumption, Part IV：Consumption Voucher Is Effective
China's consumption subsidies have been quite conservative but actually effective. We expect more subsidies in 2H24 and far more in 2025. We...
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