US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
187 Views
Shanghai/Shenzhen Connect Flows: $3bn Inflows Ahead of Phase 1 Trade Deal
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
399 Views
Shanghai/Shenzhen Connect - $8.5 Bn of Inflow in January (Kweichow Moutai, Gree, Midea)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
441 Views
Discover SZ/SH Connect: What Foreigners Are Buying in China (2018-12-06)
Starting from the Shanghai Connect implemented 2014, foreign investors, including both institutional investors and retail investors could access...
531 Views
China A-Shares: EM Active Funds Overweight Ahead of Index Rebalance
In this report, we analyse China A-Share allocations among global emerging market funds. EM funds are already overweight, on average, versus the...
152 Views