• Steve Holden
• June 15, 2023
• China
• 0 Comments

257 China Equity Funds, AUM $94bn China Fund Positioning Analysis, June 2023 In this issue: China Consumer Staples: Conviction Overweight BYD Company Ltd: Rising Up The Ranks China A-Shares Stock Positioning Update 154 MSCI China Equity Funds, AUM $50bn China Consumer Staples: Conviction Overweight Active MSCI China managers break away from benchmarks as overweights close in on record levels. Time-Series …

• Steve Holden
• April 27, 2023
• China
• 0 Comments

257 China Equity Funds, AUM $108bn China Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution China A-Share Financials: Out of Love Active Sector Rebalancing 257 China Equity Funds, AUM $108bn Q1 Performance & Attribution A look at Q1 performance and the drivers of performance among active MSCI China and China A-Share funds. MSCI China Funds: Performance …

• Steve Holden
• March 22, 2023
• China
• 0 Comments

258 China Equity Funds, AUM $107bn China Fund Positioning Analysis, March 2023 In this issue: Alcoholic Beverages: High Conviction Remains China Materials: About Turn Proya Cosmetics: Record Holdings 154 MSCI China Funds, AUM $56bn Alcoholic Beverages: High Conviction Remains Alcoholic Beverages resume upward ownership trend as 3-tier stock picture emerges. Fund ownership in the Alcoholic Beverages industry group continues to …

• Steve Holden
• February 27, 2023
• China
• 0 Comments

220 China Equity Funds, AUM $107bn China Fund Positioning Analysis, February 2023 In this issue: Hotels/Resorts/Cruiselines: Breaking Out Pinduoduo: Entering the Big League China A-Shares Rising Stars MSCI China Fund Characteristics   120 MSCI China Funds, AUM $53bn Hotels/Resorts/Cruiselines: Breaking Out Rotation in to the Hotels/Resorts/Cruiselines industry group pushes ownership levels to all-time highs.   First Casino’s, then Restaurants and …

• Steve Holden
• January 29, 2023
• China
• 0 Comments

264 China Equity Funds, AUM $114bn China Fund Positioning Analysis, January 2023 In this issue: 2023 MSCI China Fund Positioning Update 2023 China A-Share Fund Positioning Update 2023 Greater China Fund Positioning Update   119 Active MSCI China Funds, AUM $48bn 2023 MSCI China Fund Positioning Update In this report, we look at the latest allocations among the 119 active …

• Steve Holden
• January 12, 2023
• China
• 0 Comments

45 Active Greater China Funds, AUM $17bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Greater China funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based …

• Steve Holden
• January 12, 2023
• China
• 0 Comments

111 Active China A-Share Funds, AUM $55bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the China A-Share funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based …

• Steve Holden
• January 12, 2023
• China
• 0 Comments

119 Active China Funds, AUM $48bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the China active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

• Steve Holden
• December 14, 2022
• China
• 0 Comments

277 Active China Funds, AUM $102bn China Fund Positioning Analysis, December 2022 In this issue: MSCI China Consumer Discretionary: Reducing the Underweight China A-Share Sector Review: Industrials Gain as Financials Languish Greater China: Stock Radar   119 Active MSCI China Funds, AUM $46.2bn Consumer Discretionary: Reducing The Underweight   Active MSCI China funds are rotating back in to the Consumer …

• Steve Holden
• November 22, 2022
• China
• 0 Comments

277 Active China Funds, AUM $102bn China Fund Positioning Analysis, November 2022 In this issue: MSCI China. Casinos/Gaming: Early Stage Recovery China A-Shares. Telecommunications Equipment Decline Greater China. Alibaba: Fighting Back   118 Active MSCI China Funds, AUM $37.5bn Casinos/Gaming: Early Stage Recovery   Ownership levels in China Casino & Gaming stocks are creeping off their all-time lows.  In the …