bullish

Emerging Market Overweights Series.  Part 3:  Taiwan Tech

308 Views30 Jan 2021 04:29
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios.  We analyse the drivers behind the move, the key conviction holdings and the activity of active managers in the sector
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Rising
Steven Holden
Asset Allocation & Fund Positioning
Copley Fund Research
Cross Asset StrategyEquity Bottom-Up
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