bullish
Russia: Record Overweight, But Old Guard Losing Ground.
241 Views22 Oct 2020 03:44
EM active managers are running their largest ever overweight in Russian equities. Buying in out-of-benchmark Yandex has been the key driver, but a retreat from Energy stocks pushes weights lower.
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- Russia: Record Overweight, But Old Guard Losing Ground.22 Oct 2020
- Eastern European Banks: VTB Stands Out & Poland Looking More Interesting18 Sep 2020
- Yandex: Moves to Top Russia Overweight31 Aug 2020
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