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.
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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.
291 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
311 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.
204 Views
Aptus Value Housing Finance IPO Trading - Remains One of the Most Expensive HFCs
Aptus Value Housing Finance (AVHF) raised around US$375m in its India IPO. The company is backed by a host of investors including WestBridge,...
203 Views