EM Funds Raise ASEAN Allocations
Regional rebalance occurring among active EM funds. Out of EMEA and the major Asian nations and in to ASEAN, MENA and South America.
553 Views
Asia Ex-Japan Funds:Â Vietnam Allocations Hit All-Time Highs
Vietnam allocations hit all-time highs in Asia Ex-Japan active portfolios, making it the 2nd largest overweight among active Asian investors.
457 Views
Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
347 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
969 Views
Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
702 Views