Global Emerging Markets Telecom Services

EM Telcos:  MSCI Exclusions Force Exodus from Sector

Telcos exposure among active Emerging Market funds is in free fall.  Average holding weights stand at 1.70% and a record low of just 65.1% of funds have any exposure at all to the sector.

Thematic (Sector/Industry)
325 Views, 19 Mar 2021 04:47
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Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research
Cross Asset StrategyEquity Bottom-Up

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positio... 

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