China: Record Bearish Positioning Ahead of Stimulus
China & HK allocations among Global funds have hit new lows, with 25.5% of funds avoiding the region entirely and a record 79.6% underweight versus...
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MercadoLibre: Entering the Global Stage
MercadoLibre continues its climb, hitting new highs in both Average Weight (0.4%) and Funds Invested (23.42%) among active Global managers.
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TSMC: Caution as GEM Funds Switch to Underweight
Investor caution is starting to surface in TSMC, with 13.4% of funds shifting to underweight in the last six months, driving the net underweight to...
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Indonesia: Sentiment Weakens as Key Sectors and Stocks Lose Ground
Indonesia's exposure among EM funds is beginning to taper, with 2.3% of funds closing positions and 6.3% shifting to underweight over the past six...
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HK Exchanges: Position Cuts Deepen Among Asia Ex-Japan Funds
Wave of position closures in 2024 by Allianz, T Rowe Price, and Baillie Gifford has resulted in over half of the historical investor base exiting...
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