Asia Ex-Japan Fund Positioning Analysis, February 2023

91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, February 2023 In this issue: Adani Group of Companies: Actively Uninvestable Vietnam: Time to Invest? Indonesian Financials: Consensus Overweight Asia Ex-Japan’s Rising Stars   89 Active Asia Ex-Japan Funds, AUM $55bn Adani Group of Companies: Actively Uninvestable Active Asia Ex-Japan investors never warmed to the Adani group of …

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UK Fund Positioning Analysis, January 2023

272 UK Equity Funds, AUM $174bn UK Fund Positioning Analysis, January 2023 In this issue: 2023 UK Fund Positioning Update UK Banks: Value Funds Drive Return SSE Ltd: High Conviction Growth Holding   272 UK Equity Funds, AUM $174bn 2023 UK Fund Positioning Update In this report, we look at the latest allocations among the 272 active UK funds in …

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Global Funds: Record Under-Allocation in Emerging Markets

358 Global Equity Funds, AUM $914bn Record Under-Allocation in Emerging Markets Exploring the Factors Behind a Shift Away from Emerging Market Equities among Active Global Fund Managers.   Time-Series & Country Rotation Emerging Market allocations among active Global funds are at depressed levels.  From a peak of 10.3% in January 2021, average holding weights fell to a low of 6.4% …

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China Fund Positioning Analysis, January 2023

264 China Equity Funds, AUM $114bn China Fund Positioning Analysis, January 2023 In this issue: 2023 MSCI China Fund Positioning Update 2023 China A-Share Fund Positioning Update 2023 Greater China Fund Positioning Update   119 Active MSCI China Funds, AUM $48bn 2023 MSCI China Fund Positioning Update In this report, we look at the latest allocations among the 119 active …

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Global Fund Positioning Analysis, January 2023

358 Global Equity Funds, AUM $914bn Global Fund Positioning Analysis, January 2023 In this issue: 2023 Global Fund Positioning Update Record Under-Allocation in Emerging Markets Microsoft Corporation: Value Funds Lose Confidence 358 Global Equity Funds, AUM $914bn 2023 Global Fund Positioning Update In this report, we look at the latest allocations among the 358 active funds in our analysis across …

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Asia Ex-Japan: Top-Down Positioning 2023

91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, January 2023 91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan: Top-Down Positioning 2023 We start with the major regional splits.  EM Asia Major, which includes the top 4 country weights of China & HK, India, South Korea and Taiwan, accounts for 80.1% of the average active Asia …

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GEM Fund Positioning Analysis, January 2023

270 emerging market Funds, AUM $330bn GEM Fund Positioning Analysis, January 2023 In this issue: 2023 Emerging Markets Positioning Update Replacing Russia: EMEA Stock Screening Alibaba Group Holdings: Staying the Course   270 emerging market Funds, AUM $330bn 2023 Emerging Markets Positioning Update In this report, we look at the latest allocations among the 270 active funds in our analysis …

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Asia Ex-Japan Fund Positioning Analysis, January 2023

91 Active Asia Ex-Japan Funds, AUM $55bn Asia Ex-Japan Fund Positioning Analysis, January 2023 In this issue: 2023 Asia Ex-Japan Positioning Update Asia Ex-Japan Stock Radar NAVER Corp: Back to the Lows   91 Active Asia Ex-Japan Funds, AUM $55bn 2023 Asia Ex-Japan Positioning Update   We start with the major regional splits.  EM Asia Major, which includes the top …

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Emerging Market Funds: Performance & Attribution in 2022

276 Active GEM Funds, AUM $343bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the GEM active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based on …

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Greater China Funds: 2022 Performance & Attribution Report

45 Active Greater China Funds, AUM $17bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Greater China funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance based …

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