Micron FYQ4: Bad, and About to Get Worse
Micron announced revenues down 23% Quarter on Quarter and guided down another 36% Q/Q for the current quarter. This shows what upcoming results...
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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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Kokusai Electric Placement Updates - Misbehaving
KKR and KSP Kokusai Investments are looking to raise approximately US$1.7bn through selling a large stake in Kokusai. In this note, we talk about...
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Active Asia Ex-Japan Q2 Performance Review: Taiwan Tech Drives Returns, but Indonesia Costly
Average active fund returns of 6.75% match the iShares Asia Ex-Japan benchmark, with 50.8% of funds outperforming on the quarter.
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Korean Stock Market Ranks #1 in Net Inflow of Foreign Funds Among Emerging Asian Countries in 2024
Korean stock market ranked #1 in net inflow of foreign funds among emerging Asian countries so far in 2024. There has been a net inflow of US$19.4...
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