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April Themes and Thematic Portfolio Review

1k Views01 May 2024 22:00
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
What is covered in the Full Insight:
  • Market Analysis and Themes Performance
  • Analysis of Hong Kong/China markets
  • Precious Metals and Miners Perspective
  • The Risk and Performance of US Markets
  • Review on India's S&P BSE SENSEX Index
SUMMARY
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Full Insight
(Paid Plans Only, 7-minute read)
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Rising
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
EquitiesCross Asset StrategyThematic (Sector/Industry)
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