Can Samsung Stay At Top of Chip Market?
Samsung has outstripped Intel as the leading chip maker, but this lead will soon disappear. Why is that? And what must Samsung do to enjoy a...
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Global Fund Positioning Update: Japan Lows, US Highs, UK Value Rotation, Tencent & Alibaba Exit
A detailed look at investor positioning among 380 active Global strategies, covering the major themes in country, sector and stock exposure.
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Global Emerging Markets Weekly: 17 September 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Yuan stability should continue given financial stability risks from Evergrande. We favour being...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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