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STRATEGY

+10 pts



Investors built tremendous wealth during the COVID is acting like a cushion, which preventing them from withdrawing all their money from the market despite weak...

By marschenntdeb729bd97b0413b on July 29, 2022, 7:40 p.m.
Tagged topics: fund flows

Views: 1, Votes: 1, Responses: 0, Attachments: 0
STRATEGY

+34 pts



More Relaxed about Outflows

By mooreideas on July 29, 2022, 10:49 a.m.
Tagged topics: fund flows

Views: 18, Votes: 1, Responses: 1, Attachments: 1
STRATEGY

+10 pts



The ultra low interest rate regime over past two years has forced investors to chase for long-duration assets (i.e., tech/growth stock) and coined the term...

By marschenntdeb729bd97b0413b on May 27, 2022, 1:56 a.m.
Tagged topics: hedge funds , fund flows

Views: 3, Votes: 1, Responses: 0, Attachments: 0
STRATEGY

+45 pts



Goodbye TINA, hello TARA

By ethonomics on May 25, 2022, 4:59 p.m.
Tagged topics: hedge funds , fund flows

Views: 45, Votes: 5, Responses: 1, Attachments: 1
STRATEGY

+32 pts



Big Tech underweight continues to drive mutual fund performance

By ethonomics on May 25, 2022, 4:26 p.m.
Tagged topics: fund flows

Views: 16, Votes: 2, Responses: 0, Attachments: 1
Biotech

+32 pts



Choppy Biotech Fund Flow Continues as Outflows Accelerate

By labjordan on April 8, 2022, 12:33 p.m.
Tagged topics: fund flows

Views: 19, Votes: 2, Responses: 0, Attachments: 1
US Macro

+40 pts



Diamond hands and buybacks: Households and corporates will be key sources of equity demand in 2022

By ethonomics on March 28, 2022, 12:37 p.m.
Tagged topics: fund flows

Views: 135, Votes: 6, Responses: 0, Attachments: 1
US Macro

+3 pts



It's all degrossing. Focus on quality though....

By mark333 on Jan. 28, 2022, 7:59 a.m.
Tagged topics: fund flows

Views: 4, Votes: 3, Responses: 0, Attachments: 0
US Macro

+45 pts



Fund Flow Patterns During Fed Hiking Cycles — and the Minimal Read-Through for Credit Returns

By ethonomics on Jan. 26, 2022, 2:01 p.m.
Tagged topics: fund flows

Views: 73, Votes: 7, Responses: 1, Attachments: 1
NIO , VIPS , PDD , BEKE , TME

+1 pts



long term...

By mohamad.mollaei on Nov. 18, 2021, 7:52 a.m.
Tagged topics: China , index funds , fund flows

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NIO , PDD , BEKE , VIPS , TME

+45 pts



$NIO could see an estimated 157m shares of index selling from passive flows if Chinese ADRs are delisted

By cassie on Nov. 17, 2021, 4:29 p.m.
Tagged topics: China , index funds , fund flows

Views: 215, Votes: 4, Responses: 1, Attachments: 1
NIO , PDD , BEKE , VIPS , TME

+0 pts



$NIO could see an estimated 157m shares of selling from passive flows if Chinese ADRs are delisted

By cassie on Nov. 17, 2021, 4:27 p.m.
Tagged topics: China , index funds , fund flows

Views: 2, Votes: 1, Responses: 0, Attachments: 1
SPY

+39 pts



The Flow Show - Cash is King

By KHUN on Oct. 2, 2021, 8:52 p.m.
Tagged topics: analyst checks , fund flows , bofa

Views: 86, Votes: 4, Responses: 0, Attachments: 2
SPY

+30 pts



The Flow Show - Cash is King

By KHUN on Oct. 2, 2021, 8:51 p.m.
Tagged topics: analyst checks , fund flows , bofa

Views: 2, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI

+5 pts



i think NIO is a solid buy as it is what the Chinese government supports. We should not overlook the policy risk when buying Chinese...

By irenyang.to on Aug. 9, 2021, 11:14 a.m.
Tagged topics: China , regulatory environment , electric vehicles , Deutsche Bank , fund flows

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AVLR , HUBS , NOW , RNG , ZEN

+36 pts



Morgan Stanley sees budget dollars continuing to flow into software as investors refocus on growth stocks

By rIsILAwr on July 26, 2021, 2:28 p.m.
Tagged topics: analyst checks , growth stock , software , Morgan Stanley , fund flows

Views: 222, Votes: 2, Responses: 0, Attachments: 2
NIO , XPEV , LI

+5 pts



Great stuff, there's hidden value here and you need to study up on the government regulations before taking a serious dive...

By 12MeterYacht on July 24, 2021, 6:34 a.m.
Tagged topics: China , regulatory environment , electric vehicles , Deutsche Bank , fund flows

Views: 5, Votes: 1, Responses: 0, Attachments: 0
NIO , XPEV , LI

+52 pts



$NIO $XPEV $LI - Deutsche says Chinese EVs have a 'secular growth safe-haven status', after rumors that China is considering making Ed-tech non-profit entities

By cassie on July 23, 2021, 10:58 a.m.
Tagged topics: China , regulatory environment , electric vehicles , Deutsche Bank , fund flows

Views: 427, Votes: 9, Responses: 2, Attachments: 2
NIO , XPEV , LI

+38 pts



$NIO, $XPEV, $LI - Deutsche believes China EV stocks could emerge as winners from the DIDI debacle

By cassie on July 13, 2021, 11:15 a.m.
Tagged topics: analyst checks , China , regulatory environment , electric vehicles , Deutsche Bank , fund flows

Views: 298, Votes: 4, Responses: 0, Attachments: 1
US Macro

+5 pts



History

By justinlelk94 on March 21, 2021, 3:41 p.m.
Tagged topics: sector rotation , post-COVID , fund flows , inflation fears , rising bond yields , growth vs value

Views: 2, Votes: 1, Responses: 0, Attachments: 0