Active GEM Funds: Positioning Chart Pack
In this chart pack, we highlight the key country, sector and stock exposures among active Emerging Markets equity funds.
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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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Turkey – Erdogan Creates More Market Turbulence, Again
Central bank chief removal heightens market risk with the TRY and Turkish assets being hit. For the banks, we feel there are mitigating factors...
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Turkey - YELP!
TURKEY: Not five months since his hiring, the CBT Governor has been replaced. The TRL’s decline is troublesome, and a TRL gray market would NOT be...
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FinTech & Financial Investment Themes 2021
Our key 2021 investment themes and ideas in EM and S Europe banks, exchanges and data providers, digital payments companies and digital wealth...
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