bearish

EM Autos Underweight:  Ignore Benchmark Risk and Focus on Peers

183 Views24 May 2021 06:27
EM Autos have become one of the largest industry level underweights across global EM.  The increased underweight has almost exclusively been driven by two stocks, NIO Inc (NIO US) and BYD (1211 HK)
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Steven Holden
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Copley Fund Research
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