Internet Retail: EM Funds Raise Overweights
The percentage of funds positioned overweight the Internet Retail sector hits record highs as Value funds enter the picture.
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Alibaba (9988 HK / BABA US): Earnings Date Announced; Options Set to Reprice
Alibaba’s confirmed earnings date is set to drive repricing across Hong Kong and U.S. options markets, with the new weekly contract sharpening...
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GEM Fund Q3 Performance. Active Managers Claw It Back After Blockbuster September.
Active EM managers outperformed in Q3, with 59.3% of funds outperforming the MSCI EM Index. Underweights in China/Overweights in Brazil, Argentina...
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Alibaba (9988 HK / BABA US): Option Traders Turn Bullish Ahead of Earnings
Multi-leg option strategies reveal bullish positioning, with diagonal spreads featuring prominently. Detailed examples provide actionable insights.
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The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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