Asia Ex-Japan Positioning:Â 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.
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Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
487 Views
Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
332 Views
Aequitas: SBI Funds Management IPO - Will Trade Inline with Its Large Peers
SBI Funds Management is looking to raise about US$1.2bn in its upcoming India IPO. In this note we talk about the recent updates and pricing.
146 Views
India Channel Insight | IT Services, Real Estate
Our interactions suggest challenging times ahead for IT Services and multiple sectoral dynamics at play in residential real estate.
316 Views