• 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 …

• Steve Holden
• October 11, 2022
• China
• 0 Comments

118 Active MSCI China funds, AUM $50bn Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the active MSCI China funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the …

• Steve Holden
• August 19, 2022
• China
• 0 Comments

119 Active China Funds, AUM $52bn. MSCI China Stock Sentiment Investment levels among the thousands of stocks in the investible China universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock in …

• Steve Holden
• August 18, 2022
• China
• 0 Comments

115 Active China A-Share Funds, AUM $63bn. China A-Share Stock Sentiment Investment levels among the thousands of stocks in the investible China universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock …