bullish

EM Consumer Discretionary:  Turbulent Times for Alibaba

262 Views13 Oct 2021 08:58
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force behind the move.
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Rising
Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research
Cross Asset StrategyEquity Bottom-Up
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