Asia Ex-Japan: Positioning Chart Pack, March 2025

Asia Ex-Japan: 94 Funds, AUM $94bn

Asia Ex-Japan: Positioning Chart Pack, March 2025

Inside This Month’s Chart Pack

Regional Trends

  • Singapore: Continuing the Recovery Among Asia Ex-Japan Funds
  • Real Estate: China Reversal Drives Overweights Higher

 

Stock Analysis

  • AIA Group & HDFC Bank: Big Hitters Lose Momentum
  • China’s 3rd Tier: Xiaomi, Full Truck Alliance & Fuyao Glass Hit Record Highs
  • Indonesian Banks: Changing Fortunes
  • Unloved Stocks: Overlooked Opportunities?

Click on the links below for extended chart pack for Singapore and the Real Estate Sector

For more analysis, data or information on active investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com