• 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 …

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

45 Active Greater China Funds, AUM $20bn. Greater 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 …

• Steve Holden
• August 12, 2022
• China
• 0 Comments

45 Active Greater China Funds, AUM $17bn. Greater China Materials Greater China managers are increasing allocations to the Materials sector. Part of a general rotation out of the Information Technology sector, active managers are buying in to selected names, led by IMEIK Technology Development Co, ENN Ecological Holdings and Baoshan Iron & Steel. Versus the benchmark, Greater China managers are …

• Steve Holden
• August 10, 2022
• China
• 0 Comments

115 Active China A-Share Funds, AUM $63bn. China Health Care Health Care weights among China A-Share managers have fallen to some of the lowest levels on record, with managers moving from overweight to underweight over the last 12-months. The recent moves have been caused by a number of domestic A-Share funds closing out, or significantly cutting exposure to key stocks …

• Steve Holden
• August 10, 2022
• China
• 0 Comments

119 Active MSCI China Funds, AUM $60bn. China Communication Services Portfolio weights in the Communication Services sector have hit their lowest levels on record, declining from a high of over 18% in mid-2015 to just 9.90% today. In this analysis. we look at positioning in the communication services sector in detail, highlighting the funds and stocks that make up exposure …