bearish

China & HK Banks: Optimism Fading

Steven has highlighted this Insight as a Top Pick
342 Views23 Feb 2023 06:54
EM Funds show declining appetite for China & HK Banks exposure as positioning slumps to all-time lows.  Mexico, India and Indonesia remain favoured EM banks.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research
Cross Asset StrategyEquity Bottom-Up
x