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<Research>Nomura: Investors Increase Allocation to H-Shrs/ A-Shrs; 55% of Funds in Overweight Status
Recommend 28 Positive 49 Negative 10 |
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Nomura has released an Asia ex-Japan Equity Strategy report highlighting that H-shares and A-shares have become clear Overweight options among major Asian markets. According to the latest data from September, the relative allocation of Asia ex-Japan (AeJ) and APAC ex-Japan funds to H-shares and A-shares has increased, while allocation to the Taiwanese, Indian, Indonesian, and Singaporean markets has dropped. Nomura analyzed the fund prospectus data of 65 funds using a bottom-up approach to more accurately grasp the trends in capital allocation. As of the end of September, the relative allocation to H-shares and A-shares rose by 1.1 ppts MoM, with 46 out of 65 funds in the sample increasing their allocation. Currently, 55% of funds are in an Overweight status for H-shares and A-shares, higher than the 40% recorded at the end of August, indicating that this market has become a clear Overweight target among large Asian markets. AAStocks Financial News |
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