• Steve Holden
• October 25, 2023
• China
• 0 Comments

150 Active MSCI China Funds, AUM $47bn China Fund Positioning Analysis, October 2023 In this issue: China Banks: Consolidating The Lows as Old Guard Makes a Come Back New Oriental Education & Technology: Back From the Dead MSCI China Stock Positioning & Activity Update 150 Active MSCI China Funds, AUM $47bn China Banks: Consolidating the Lows as Old Guard Makes …

• Steve Holden
• August 16, 2023
• China
• 0 Comments

254 China Equity Funds, AUM $100bn China Fund Positioning Analysis, August 2023 In this issue: China Stock Radar A-Share Construction Materials Slump A-Share Packaged Software Revival   152 MSCI China Equity Funds, AUM $55bn MSCI China Stock Radar Investment levels among the thousands of stocks in the investible China universe differ greatly. Some stocks are widely owned, others largely avoided …

• 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 …