Semiconductors: Record Allocations Among High Growth EM Managers
Semiconductor exposure hits record highs among EM aggressive growth managers. Remain the largest industry group holding and the largest overweight...
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TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Nan Ya Plastics, Unimicron Technology,...
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EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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Add To Growth On This Pullback; Actionable Themes: Services, Technology, and Consumer Discretionary
Growth continues to outperform relative to value, shown by the intact uptrend on the MSCI ACWI ex-US Growth vs. Value ratio. We highlight...
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Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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