Eastern Europe: The Quiet Overweight
- Steve Holden
- May 28, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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India: After the Euphoria
- Steve Holden
- May 21, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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Active Asia Ex-Japan Funds: Performance & Attribution Q1 2026
- Steve Holden
- April 30, 2026
- Asia
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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China Industrials: Bullish Positioning Strengthens Further
- Steve Holden
- April 28, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingActive Global Funds: Performance & Attribution Q1 2026
- Steve Holden
- April 22, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingActive GEM Funds: Performance & Attribution Q1 2026
- Steve Holden
- April 16, 2026
- Emerging Markets
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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Protected: Global Stock Radar: Ownership, Concentration and Conviction in Global Equities
- Steve Holden
- April 3, 2026
- Free_Research
- 0 Comments
There is no excerpt because this is a protected post.
Continue ReadingUK Stock Radar: Positioning, Crowding & Conviction
- Steve Holden
- March 31, 2026
- UK
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingAsia Stock Radar: Concentration Rising Beneath the Surface
- Steve Holden
- March 31, 2026
- Asia
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue ReadingGlobal Stock Radar: Ownership, Concentration and Conviction in Global Equities
- Steve Holden
- March 30, 2026
- Global
- 0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
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