Alibaba: Fighting Back
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Steve Holden
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November 28, 2022
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China Insights
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45 ACTIVE GREATER CHINA FUNDS, AUM $13BN Alibaba: Fighting Back 2 charts from our recent analysis on Alibaba positioning among active Greater China Equity Funds. Ownership in Alibaba Group Holdings is on the rise among active Greater China managers. Peaking in October 2020 at 88.6% of funds invested, the subsequent Tech crackdown saw investors cut exposure, bottoming out at just …
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China & HK Semiconductors: Fund Positioning Analysis
Asia Ex-Japan China A-Share MSCI China Greater China China Semiconductors With US sanctions hitting Chinese domestic Semiconductor stocks this week, we analyse allocations in the China & HK Semiconductor Industry group among Asia Ex-Japan, MSCI China, China A-Share and Greater China actively managed equity funds. Without the distraction of Taiwan technology or HK listed internet stocks, China A-Share funds are …
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