Palantir Technologies Inc: Rotation Signals Momentum Shift
Palantir has surged into global fund portfolios, doubling ownership to record highs. Growth-led buying and a 500% rally push it toward Tesla-like...
364 Views
HDFC Bank Limited: Record Ownership and Dominance Among EM Financials
HDFC Bank has become the core EM financials holding, owned by 71% of funds at record highs. Post-merger strength and Aggressive Growth conviction...
271 Views
Alibaba: Sentiment Rebounds Among GEM Funds
Alibaba is back in favour with GEM funds, now the 2nd most widely held stock. Broad style participation and rising conviction point to a renewed...
265 Views
Reversal in Progress: Indonesian Financials Lose Their Shine
Indonesian Financials are under pressure, with fund ownership falling to a 4-year low. Once a strong overweight, conviction is narrowing to a few...
215 Views
South Korea: Rebounding as Underweight Narrows
South Korea is back on the radar. Fund allocations have rebounded to 10.4%, with net positioning near equal weight for the first time in 17...
183 Views