What smart money is saying about China Merchants Bank
3968.HK
No fund has written a full thesis on China Merchants Bank in our archive, but 2 fund letters report a position in it — most recently Guinness Greater China Fund in July 2026.
2
Reported positions
0
Bought
1
Sold
2
Letters
Fund activity · 2 positions · 1 move
- ExitedGuinness Greater China FundJuly 2026
“China Merchants Bank was sold.”
Read the letterChina Merchants Bank - HoldsClearBridge Investments Emerging Markets StrategyJune 2026
“China Merchants Bank was lower primarily due to a weaker retail consumer environment in China, which impacted its business as a consumer-facing bank.”
Read the letterChina Merchants Bank
Read the letters behind these China Merchants Bank positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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