INSIGHT PROVIDER
Pyramids and Pagodas

Pyramids and Pagodas
Contextualizing EM Investment Opportunities
Pyramids and Pagodas

7
Insights
3.3k
Views
4
Followers
Equity Bottom-Up

Top Sectors

Consumer Discretionary
57%
Consumer Staples
14%
Information Technology
14%
Financials
14%

Top Verticals

Equity Bottom-Up
57%
Thematic (Sector/Industry)
43%

Top Entities

Tcl Multimedia Technology
2
Walmart
1
Alliance Global Group
1
Bloomberry Resorts
1
Plover Bay Technologies
1
Delivery Hero SE
1
Saudi International Bond
1
IShares MSCI Saudi Arabia ETF
1
Meituan
1
Dada Nexus
1

Top Countries

Hong Kong
42.9%
Philippines
28.6%
China
14.3%
Saudi Arabia
14.3%
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