Regional Trends
- China & HK: A Structural Underweight, but Signs of Stability
- MENA: Underweight, But Growing in Stature
Stock Analysis
- Stock Rotation: China & HK Stocks Take Centre Stage
- Gold Miners: Off the Radar
- Samsung Electronics: Approaching 10-year Lows
- Thailand Banks: Selective Rotation Takes Hold
- GEM Value Funds: Stock Holdings Overview
Click on the links below for extended chart packs for China & HK and the MENA Region
For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com
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