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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GEM Weekly (17 Jun 2022): Chinese Retail Sales; Baidu, IQiyi, JD.com, TSMC
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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TSMC: Precariously Balanced; Robust Medium-Term Earnings Outlook and Discount Valuation Levels
In this insight, we analyse TSMC’s revenue growth, profitability, and earnings growth potential, how that stacks up to current sell-side...
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Emerging Markets Stock Positioning Chart Pack
The latest in stock ownership data among active Global Emerging Markets Equity funds. Most Widely Held, Over/Underweights, Unloved and Avoided...
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MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.
MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.
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