Korean Prefs Vs Common: Closing the Gaps on Select Stocks
We discuss two positive factors pushing greater demand for Korean preference stocks (value & new government) offset by one major negative factor...
619 Views
A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries
We discuss the recent COVID-19 stats including cases, deaths, and recovery/death rates in major Asian countries. More countries are treating COVID...
503 Views
Insights from Datamining Technical Publications - Cosmetics
The beauty industry - where innovation can be real and driven by science, but sometimes just cosmetic to just change the perception
469 Views
Asia Ex-Japan Positioning: 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.
391 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
984 Views