Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
167 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
276 Views
BAJFIN and the entire Financial Services group set to benefit from the new AMC license in the parent
BAF's return ratios have been consistent and also the highest in our Coverage Universe (excluding gold Financiers). Given the strong recovery post...
106 Views
BAJFIN and the entire Financial Services group set to benefit from the new AMC license in the parent
BAF's return ratios have been consistent and also the highest in our Coverage Universe (excluding gold Financiers). Given the strong recovery post...
129 Views
Aditya Birla Sun Life AMC Pre-IPO - Strong Profit Growth but It's Losing Market Share
Aditya Birla Sun Life Asset Management Company’s (ABSL) shareholders aim to raise around US$300m via reducing their stake in the company’s Indian IPO.
190 Views