Emerging Markets Stock Radar: Positioning Concentrates as the Middle Hollowes Out
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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South Korea: Record Highs, Record Concentration
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Steve Holden
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February 26, 2026
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Asia
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China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
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Protected: MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors
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Steve Holden
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February 25, 2026
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Free_Research
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There is no excerpt because this is a protected post.
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MENA’s Next Phase: Structural Adoption and the Rise of Regional Anchors
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Steve Holden
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February 25, 2026
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Emerging Markets
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active Global Funds: Top-Down Positioning Update
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Steve Holden
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February 24, 2026
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Global
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active GEM Funds: Top-Down Positioning Update
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Steve Holden
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January 30, 2026
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Emerging Markets
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active UK Funds: Performance & Attribution 2025
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Steve Holden
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January 13, 2026
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UK
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active Asia Ex-Japan Funds: Performance & Attribution 2025
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Steve Holden
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January 12, 2026
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Asia
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active Global Funds: Performance & Attribution 2025
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Steve Holden
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January 8, 2026
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Global
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0 Comments
China allocations have recovered from the lows, but momentum has stalled—masking active shifts beneath the surface.
Continue Reading
Active GEM Funds: Performance & Attribution 2025
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Steve Holden
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January 7, 2026
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Emerging Markets
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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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