Asia Ex-Japan Funds: Stock Positioning Update
Top holdings remain unchanged: TSMC, Samsung Electronics, and Tencent are almost universally owned. TSMC hits record weights but active funds sell...
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KRX Foreign Holding Weekly (Dec 27th): Samsung Electronics, KIA
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, KIA.
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Tech Supply Chain Tracker (25-Dec-2024): Japanese IDMs' global investment plans.
Japanese IDMs expand globally, US watches China's chip industry, Compal Electronics introduces liquid cooling, Google enhances AI visuals, Innolux...
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NPS: Portfolio Rebalance Could Lead to Buying At Least 25 Trillion Won in Korean Stocks in 2025
In 2025, the NPS could purchase significant amounts of Korean stocks (at least 25 trillion won) which could act as support in the domestic stock...
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KRX Foreign Holding Weekly (Dec 20th): Hyundai Glovis, SK Hynix, Samsung Electronics, Celltrion
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyundai Glovis, SK Hynix, Samsung Electronics,...
392 Views