ENTITY

X5 Retail Group NV (FIVE RX)

Consumer StaplesRussia
X5 Retail Group N.V. is a food retailer company. The Company operates soft discount stores, supermarkets, branded stores, and convenience stores operated by franchisees.
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21 Jul 2021 09:37

Consumer Staples:  EM Managers Positioned at All-Time Lows

Consumer Staples allocations have fallen to their lowest levels in over a decade.  A 5-year decline in Consumer Staples exposure was compounded by...

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31 Aug 2021 05:15

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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24 Feb 2022 09:39

Russia: Echoes of the Past. Crimea Analysis and Positioning Update

Russia suffered a significant reallocation of capital during the Crimea Annexation of 2014.  It took 2 years for sentiment to recover.   This time...

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23 Sep 2021 07:47

EMEA Sectors Deep-Dive.  Active Positioning in the EMEA Region

The last decade has seen EMEA weights drift ever lower.  We look in detail at all sectors in the EMEA region, together with some of the key stocks...

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31 Jul 2020 08:59

EM Equities At New Highs Despite Some Caution Signs

We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...

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