Screening for GEMs: March 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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NPN X PRX Discount Update + Key Takeaways H1 FY24 Results
Naspers and Prosus reported H1 FY24 results last week Wednesday before the open. No major surprises, all three discounts closed slightly lower.
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EMEA Financials: Uneven Recovery
EMEA Financials are the largest Regional Sector underweight in global EM. Moderate but uneven recovery underway, with buying in Greece, Saudi,...
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Replacing Russia: EMEA Stock Screening
We identify stocks in the EMEA region that are filling the void created by Russia's removal from financial markets in 2022.
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GEM Active Funds: EMEA Moves to Underweight, Allocations Drop to All-Time Lows.
After the demise of Russia, active EM managers are positioned at their lowest ever levels in the EMEA region, moving from a multi-year overweight...
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