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 FundsTENCENT (00700.HK) +2.200 (+0.518%) Short selling $1.13B; Ratio 5.480% | 4.4%BABA-W (09988.HK) -0.900 (-0.739%) Short selling $1.44B; Ratio 11.050% | 2.3%CATL (03750.HK) +27.500 (+3.835%) Short selling $1.85B; Ratio 34.784% | 1.2%PING AN (02318.HK) +0.800 (+1.350%) Short selling $727.41M; Ratio 22.970% | 0.8%CCB (00939.HK) +0.010 (+0.118%) Short selling $1.01B; Ratio 9.649% | 0.8%NTES-S (09999.HK) +1.400 (+0.727%) Short selling $459.50M; Ratio 16.522% | 0.7%ZIJIN MINING (02899.HK) -0.100 (-0.304%) Short selling $213.23M; Ratio 10.947% | 0.5%MIDEA GROUP (00300.HK) +0.700 (+0.823%) Short selling $288.34M; Ratio 30.415% | 0.5%BYD COMPANY (01211.HK) +1.000 (+1.107%) Short selling $1.02B; Ratio 22.116% | 0.4%----------------------------------------Related News Citi Lists Latest H Shrs Buy Top Picks (Table)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 FundsTSMC (2330.TW) | 13.3%Samsung Electronics (005930.KR) | 6.1%TENCENT (00700.HK) +2.200 (+0.518%) Short selling $1.13B; Ratio 5.480% | 4.4%SK Hynix (000660.KR) | 3.6%BABA-W (09988.HK) -0.900 (-0.739%) Short selling $1.44B; Ratio 11.050% | 2.3%Petroleo Bras (PETR4.BR) | 1.4%CATL (03750.HK) +27.500 (+3.835%) Short selling $1.85B; Ratio 34.784% | 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 2026-05-29 16:25.)
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