Pakistan Banks: Listed Banks Profitability Down 4% QoQ in 2Q2026; Net Interest Income (NII) Down by 2%
Pakistan's listed banks reported profitability of Rs168bn in 2Q2026, flat YoY and down 4% QoQ. This takes 1H2026 earnings to Rs342bn, flat YoY. On...
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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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Saudi Arabia: Takes Underweight Crown from China
Saudi Arabia overtakes China is the largest country underweight among EM active investors. Despite exposure among managers reaching all-time...
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Record MENA Underweight
MENA stocks hit record underweight among active Emerging Market managers. Only half of active EM managers are exposed to the region and less than...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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