Saudi Arabia Special Report: A Tipping Point in EM Equity Allocations

2023 marks a pivotal year with EM investors significantly increasing holdings in the Saudi market. Major EM investors from GQG Partners to Capital Funds record notable fund inflows into Saudi for the first time. Despite growing interest, the Saudi market still presents ample room for broader investor engagement. Saudi Arabia remains comparatively ‘under-owned’ in relation to its Asian and LATAM …

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Precious Metals Buck Weakening Materials Trend

149 Active MSCI China Funds, AUM $45bn Precious Metals Buck Weakening Materials Trend • Rotation in to China Precious Metals stocks pushes ownership to record levels, bucking the trend of overall Materials sector decline. • Precious Metals overtake Industrials Specialties as the largest industry holding in the Materials sector. • Zijin Mining Group soars to new ownership highs, attracting funds …

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Asian Autos: Increasing Exposure Reflects Rising Market Confidence

100 Active Asia Ex-Japan Funds, AUM $54bn Asian Autos: Increasing Exposure Reflects Rising Market Confidence • Improved sentiment in Asia Ex-Japan Autos sector as sustained increases in positioning continue through 2023. • BYD Company most widely held but stabilizing; Li Auto sees increased buying. Sector 7th most owned, underweight by -0.85%. • Rising allocations, low historical positioning and net underweight …

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Saudi Arabia Special Report: A Tipping Point in EM Equity Allocations

367 emerging market Funds, AUM $396bn Saudi Arabia Special Report – A Tipping Point in EM Equity Allocations 2023 marks a pivotal year with EM investors significantly increasing holdings in the Saudi market. Major EM investors from GQG Partners to Capital Funds record notable fund inflows into Saudi for the first time. Despite growing interest, the Saudi market still presents …

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GEM Fund Positioning Analysis, November 2023

370 emerging market Funds, AUM $368bn GEM Fund Positioning Analysis, November 2023 In this issue: EMEA Financials: Uneven Recovery JD.com: Test of Investor Resolve as Selling Continues GEM Funds Stock Radar 370 emerging market Funds, AUM $368bn EMEA Financials: Uneven Recovery • EM Funds are at historically low levels of exposure to the EMEA Financials sector. • EMEA Financials are …

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Global Fund Positioning Analysis, November 2023

344 Global Equity Funds, AUM $905bn Global Fund Positioning Analysis, November 2023 Taiwan: Underowned Yet Gaining on Peers ServiceNow.Inc: Global Funds Ramp Up Exposure Global Funds Stock Radar   344 Global Equity Funds, AUM $905bn Taiwan: Underowned Yet Gaining on Peers • The percentage of Global funds invested in Taiwan hits an all-time high of 57.8%. • Taiwan has been …

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Asia Ex-Japan Fund Positioning Analysis, October 2023

100 Active Asia Ex-Japan Funds, AUM $54bn Asia Ex-Japan Fund Positioning Analysis, October 2023 In this issue: Betting on Recovery: Asia Ex-Japan Funds Return to Casino Stocks JD.Com. Losing its Appeal? Asia Ex-Japan Stock Positioning & Activity Update   100 Active Asia Ex-Japan Funds, AUM $54bn Betting on Recovery: Asia Ex-Japan Funds Return to Casino Stocks • Ownership levels in …

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China Fund Positioning Analysis, October 2023

150 Active MSCI China Funds, AUM $47bn China Fund Positioning Analysis, October 2023 In this issue: China Banks: Consolidating The Lows as Old Guard Makes a Come Back New Oriental Education & Technology: Back From the Dead MSCI China Stock Positioning & Activity Update 150 Active MSCI China Funds, AUM $47bn China Banks: Consolidating the Lows as Old Guard Makes …

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GEM Fund Positioning Analysis, October 2023

371 emerging market Funds, AUM $385bn GEM Fund Positioning Analysis, October 2023 In this issue: EM Semiconductors Deep Dive Saudi Aramco: Record Holdings Emerging Markets Stock Positioning Update 371 emerging market Funds, AUM $385bn EM Semiconductors Deep Dive • Semiconductors are the 2nd largest industry allocation and the 6th largest overweight among EM active managers. However, the momentum witnessed between …

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UK Small/Midcap Fund Positioning Update

106 UK Small/Midcap Equity Funds, AUM $37bn UK Small/Midcap Fund Positioning Update, October 2023 In Brief: • Industrials maintain top Sector weight. Real Estate and Consumer Discretionary underweights fund Technology overweight. • Investment Managers Industry group hits record exposure. REITs largely unloved by UK Small/Midcap funds. • Future plc remains the most widely held company. XPS Pensions and Foresight Group …

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