Asia Ex-Japan Positioning:Â India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
487 Views
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
382 Views
India Channel Insights | Chemicals - Sudarshan, Camlin, Clean Science
In this insight, we present our takeaways from chemical channel interactions that are focused on the chemical industry and specific companies.
360 Views
India Channel Insight | A Tier -2 City's Battle with The Second Wave | Welcome to the Jungle
While the lockdowns are just imposed in Maharastra, the situation is no better in the rest of the country, the fight against COVID is turning out...
589 Views