Morgan Stanley lists the top 50 Hong Kong stocks and Chinese stocks held by emerging market and China "long position" fund managers (table)
Morgan Stanley released a strategy report on the Chinese market, listing the top 50 Hong Kong and Chinese stocks held by emerging market and China long-only fund managers (Top 50 China/HK holdings among long-only EM and China active managers):
Stock │ Weight held by international and US fund portfolios
Tencent (00700.HK) │ 17.9%
Alibaba-W (09988.HK) │ 10%
CATL (300750.SZ) │ 3.2%
Ping An Insurance (02318.HK) │ 3.1%
CCB (00939.HK) │ 2.7%
PDD (PDD.US) │ 2.5%
AIA (01299.HK) │ 2.5%
NetEase (09999.HK) │ 2.1%
China Merchants Bank (03968.HK) │ 2.1%
Meituan-W (03690.HK) │ 1.8%
Xiaomi (01810.HK) │ 1.6%
Zijin Mining (02899.HK) │ 1.5%
Trip.com (09961.HK) │ 1.4%
Midea Group (000333.SZ) │ 1.2%
Huazhu Hotels (HTHT.US) │ 1.1%
Kweichow Moutai (600519.SH) │ 1.1%
Inovance Technology (300124.SZ) │ 1.0%
BYD (01211.HK) │ 1.0%
Manbang (YMM.US) │ 1.0%
Siyuan Electric (002028.SZ) │ 0.9%
China Life (02628.HK) │ 0.9%
Tencent Music (TME.US) │ 0.9%
Fuyao Glass (600660.SH) │ 0.9%
China Pacific Insurance (02328.HK) │ 0.9%
Hong Kong Stock Exchange (00388.HK) │ 0.6%
ICBC (01398.HK) │ 0.6%
Hansoh Pharmaceutical (03692.HK) │ 0.6%
WuXi AppTec (02359.HK) │ 0.6%
Haier Smart Home (06690.HK) │ 0.5%
BOSS Zhipin (BZ.US) │ 0.5%
Baidu (09888.HK) │ 0.5%
Lattice Semiconductor (688008.SH) │ 0.5%
Shenzhou International (02313.HK) │ 0.5%
China Resources Land (01109.HK) │ 0.5%
Hengrui Medicine (600276.SH) │ 0.5%
JD.com (09618.HK) │ 0.5%
Anta (02020.HK) │ 0.5%
China Resources Beer (00291.HK) │ 0.5%
Techtronic Industries (00669.HK) │ 0.4%
PetroChina (00857.HK) │ 0.4%
Conch Cement (00914.HK) │ 0.4% China Pacific Insurance (02601.HK)│0.4%
Kuaishou (01024.HK)│0.4%
LuoYang Molybdenum Co., Ltd. (03993.HK)│0.4%
North Huachuang (002371.SZ)│0.4%
Zijin Mining Group (02259.HK)│0.4%
Yihua (J36.SG)│0.3%
Zhongwei Company (688012.SH)│0.3%
Futu Holdings Ltd. (FUTU.US)│0.3%
Geely (00175.HK)│0.3%
