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Wium Malan, CFA

Wium Malan, CFA
Global Emerging Market Equities
Propitious Research

241
Insights
71.4k
Views
109
Followers
Information Technology & Communication Services Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Information Technology
89%
Consumer Discretionary
9%
Communication Services
2%
Energy
1%

Top Verticals

Thematic (Sector/Industry)
58%
Equity Bottom-Up
23%
Quantitative Analysis
19%

Top Entities

Tencent
79
Alibaba Group Holding
71
Taiwan Semiconductor (TSMC)
53
JD.com
48
Samsung Electronics
46
NetEase
44
Baidu
36
PDD Holdings
32
SK Hynix
26
Tata Consultancy Svcs
25

Top Countries

China
3.2%
India
2.9%
Taiwan
2.9%
South Korea
2.9%
South Africa
2.8%
Greece
2.7%
Cambodia
2.7%
Poland
2.7%
Kenya
2.7%
Ukraine
2.7%
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