China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
249 Views
Xiaomi Exodus: Confidence Fading Among Active China Investors
China managers are losing faith in Xiaomi Corp (1810 HK). From peak ownership of 32.5% of funds back in December 2020, active China managers have...
399 Views
China Technology: Sentiment Change Forces Allocation Shift
Allocations in China Technology stocks have soared since late last year, breaking out of their decade long range of between 1.4-2% and powering on...
337 Views
EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
192 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
309 Views