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) -19.200 (-3.987%) Short selling $5.87B; Ratio 12.276% | 4.4%BABA-W (09988.HK) -4.000 (-3.056%) Short selling $2.65B; Ratio 16.223% | 2.3%CATL (03750.HK) +9.500 (+1.219%) Short selling $813.93M; Ratio 31.534% | 1.2%PING AN (02318.HK) -0.900 (-1.536%) Short selling $893.24M; Ratio 30.837% | 0.8%CCB (00939.HK) -0.130 (-1.501%) Short selling $502.63M; Ratio 28.795% | 0.8%NTES-S (09999.HK) -4.000 (-2.024%) Short selling $360.55M; Ratio 20.111% | 0.7%ZIJIN MINING (02899.HK) +0.100 (+0.290%) Short selling $404.20M; Ratio 22.097% | 0.5%MIDEA GROUP (00300.HK) +0.850 (+0.948%) Short selling $280.35M; Ratio 43.436% | 0.5%BYD COMPANY (01211.HK) -2.950 (-3.049%) Short selling $900.59M; Ratio 21.043% | 0.4%----------------------------------------Related News Citi Adds MONTAGE TECH (06809.HK), ASMPT (00522.HK) to H Shrs Top Picks; Removes CONANT OPTICAL (02276.HK), LENS (06613.HK)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) -19.200 (-3.987%) Short selling $5.87B; Ratio 12.276% | 4.4%SK Hynix (000660.KR) | 3.6%BABA-W (09988.HK) -4.000 (-3.056%) Short selling $2.65B; Ratio 16.223% | 2.3%Petroleo Bras (PETR4.BR) | 1.4%CATL (03750.HK) +9.500 (+1.219%) Short selling $813.93M; Ratio 31.534% | 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 2026-06-02 16:25.)
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