September 4, 2025 09:00 PM GMT China Equity Strategy | Asia Pacific Positions of Active Long-only Managers in China/HK Foreign inflows into Chinese equities eased to US$0.9bn in August, driven by US$1.4bn from passive funds,; active funds had US$0.5bn outflow – the lowest since mid-2023. LO funds trimmed underweighting in China. Key Takeaways A-share liquidity points to stronger HNWI engagement, with retail activity up slightly but still well below peaks. Foreign-domiciled long-only fund flows: Our analysis ...

Chinese equities are seeing some bullish momentum as of late, with the iShares MSCI China ETF (NASDAQ: MCHI ) returning ~27% Year-to-Date. Investors may wonder whether entering now could be a good idea, as sentiment on Chinese equities isI either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. T ...