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September Themes and Thematic Portfolio Review
290 Views04 Oct 2024 06:58
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
What is covered in the Full Insight:
- Introduction to Thematic Portfolio Review
- Market Performances Analysis
- China's Market and Stimulus Impact
- Japan's Political Changes and Market Strategy
- Energy and Precious Metals Market Updates
SUMMARY
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Full Insight
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Top Quartile
Rikki Malik
Asia L/S Equity PM/Macro/Thematic Idea Generation
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