GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights We turn neutral CNH ahead of the 6 July deadline for the US tariff review and the reduced...
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Taiwan Moves to Top Underweight, Tech Overweight Risk
A recent shift in momentum has pushed Taiwan to the largest country level underweight in the Asia Ex-Japan region, with the Technology sector one...
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MSCI China Funds: Semiconductor Growth Stalls
With near record overweights and stalling ownership growth, active China managers should consider whether overweight Semiconductors is the right...
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Asia: Global Investors Lose Faith
Global managers are at their lowest ever allocation in Asian equities. From a peak of over 17% in 2018, average exposure has fallen to just 12.94%.
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