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.
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KRX Foreign Holding Weekly (Jul 12th): Samsung Electronics
We analyzed KRX foreign holding data for the past week. We estimated the inflows to be USD 2.2 bn and highlighted foreign holding changes in...
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KRX Foreign Holding Weekly (Jul 5th): Samsung Electronics, Sk Hynix
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix.
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Global Emerging Markets: Reporting Season Summary, 2Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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