Yandex: Moves to Top Russia Overweight
Ownership levels in Yandex hit all-time highs in EM active portfolios Yandex (YNDX US) overtakes Sberbank Of Russia Pjsc (SBER LI) as top...
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HDFC Bank: Finely Balanced
HDFC Bank (HDFCB IN) is a well owned stock among global EM active managers. Of the 250 funds in our analysis, 44.6% hold a position at an...
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Magnit PJSC : Mind the Gap.
Ownership levels in Magnit are depressed. Today's average weights and funds held % are at multi-year lows. Recent sentiment looks positive when...
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EM Banks Value Screen: Focus on a Half Dozen
We highlight six EM Banks from our value screen of a total of 40 banks, selected from the top 65 EM banks by MSCI weighting Our preferred name, on...
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OTP Bank: Cracks in the Lustre of Popularity
At Creative Portfolios, we do not like overcrowded trades. Regarding EM banks, there are a number of popular choices. As Steven Holden shows us,...
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