Mexico Consumer Staples: Overweight, Underowned, Strong Momentum
Mexican Consumer Staples stocks are gaining traction with active EM investors. Last month saw the net overweight reach a new high of +0.43% with a...
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
748 Views
Magnit PJSC : Mind the Gap.
Ownership levels in Magnit are depressed. Today's average weights and funds held % are at multi-year lows. Recent sentiment looks positive when...
302 Views