<div id="readability-page-1"><div>Morgan Stanley recently published an APAC and EM markets strategy report, listing the top 50 holdings among long-only EM active managers so far this year. Below are only the Hong Kong-listed and China-related stocks:Stock | Portfolio Weight in International and US Funds TENCENT (00700.HK) +16.000 (+3.456%) Short selling $705.98M; Ratio 6.449% | 4.4% BABA-W (09988.HK) +5.900 (+4.396%) Short selling $1.17B; Ratio 11.998% | 2.3% CATL (03750.HK) -16.500 (-2.466%) Short selling $972.07M; Ratio 40.912% | 1.2% PING AN (02318.HK) +1.800 (+2.804%) Short selling $616.02M; Ratio 32.415% | 0.8% CCB (00939.HK) -0.020 (-0.224%) Short selling $233.84M; Ratio 16.915% | 0.8% NTES-S (09999.HK) +4.800 (+2.645%) Short selling $93.40M; Ratio 19.366% | 0.7% ZIJIN MINING (02899.HK) +0.460 (+1.233%) Short selling $427.56M; Ratio 22.595% | 0.5% MIDEA GROUP (00300.HK) -1.750 (-1.995%) Short selling $700.34M; Ratio 56.939% | 0.5% BYD COMPANY (01211.HK) +1.400 (+1.416%) Short selling $317.10M; Ratio 35.365% | 0.4% ----------------------------------------In addition, below are the top 10 holdings among long-only EM fund managers as listed by Morgan Stanley:Stock | Portfolio Weight in International and US Funds TSMC (2330.TW) | 13.3% Samsung Electronics (005930.KR) | 6.1% TENCENT (00700.HK) +16.000 (+3.456%) Short selling $705.98M; Ratio 6.449% | 4.4% SK Hynix (000660.KR) | 3.6% BABA-W (09988.HK) +5.900 (+4.396%) Short selling $1.17B; Ratio 11.998% | 2.3% Petroleo Bras (PETR4.BR) | 1.4% CATL (03750.HK) -16.500 (-2.466%) Short selling $972.07M; Ratio 40.912% | 1.2% HDFC Bank (500180.IN) | 1.0% MediaTek (2454.TW) | 1.0% Delta Electronics (2308.TW) | 1.0% (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-07 12:25.)</div></div>

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Morgan Stanley has released a report detailing the top 50 holdings among long-only emerging market (EM) active managers, focusing on Hong Kong-listed and China-related stocks. Notable stocks include Tencent, Alibaba, and CATL, with respective portfolio weights and short selling data. Additionally, the report highlights the top 10 holdings among long-only EM fund managers, featuring TSMC and Samsung Electronics. The report provides insights into portfolio allocations and short selling ratios for these key stocks.

M Stanley Lists Holdings among Long-only EM Active Managers (Table)