98 Asia Ex-Japan active equity funds, AUM $55bn Asia Ex-Japan Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …
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98 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q3 2024 Summary Active Asia Ex-Japan managers faced challenges in the third quarter of 2024, with average fund returns at +7.6% lagging behind the iShares MSCI AC Asia Ex-Japan ETF by -1.41%. Over two-thirds of the funds in our analysis underperformed the ETF. Returns ranged from …
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98 Active Asia Ex-Japan funds, AUM $51bn Active Asia Ex-Japan Funds: Positioning Insights, September 2024 Summary China & HK All-Time Low Exposure as Stimulus Measures Announced Consumer Staples Sentiment Falls Amidst Switch to Underweight Hon Hai Precision Strong Rotation Signals Change in Sentiment Chart Pack China & HK Chart Pack Consumer Staples For more analysis, data or information on active …
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98 Active Asia Ex-Japan funds, AUM $189bn Active Asia Ex-Japan Funds: Positioning Insights, August 2024 Summary Vietnam: 2024 Rotation Drives Record Fund OwnershipVietnam has reached a new milestone, with over a third of Asia Ex-Japan funds now invested in the country. Average fund weights have hit a record high of 1.01%, led by a rotation into Financials and Technology stocks. …
Continue Reading99 Asia Ex-Japan active equity funds, AUM $52bn Asia Ex-Japan Funds: Extreme Stocks Summary In this report, we screen for stocks at the extreme ends of their positioning or momentum ranges. We synthesize current and historical data on fund positioning with recent manager activity to accurately assess sentiment for each stock within our coverage. Stocks in focus this month: High …
Continue Reading99 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q2 2024 Summary Strong Q2 Returns Match Benchmark: Average active fund returns of 6.75% match the iShares Asia Ex-Japan benchmark, with 50.8% of funds outperforming. Value beats Growth: Value and Yield funds had the edge on the quarter, with GARP funds the only Style to underperform …
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99 Asia Ex-Japan active equity funds, AUM $55bn Active Asia Ex-Japan Funds: Top-Down Country Insights Summary South Korean Pivot: Asia Ex-Japan investors move to overweight South Korea for the first time in our history, SK Hynix and Kia Corp among the beneficiaries. India Fatigue: Despite India’s outperformance and rising fund weights, managers show caution, with nearly 2/3rds of funds …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. • Value beats Growth: Value and Yield funds have the edge, though all Style groups beat the index on average. …
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100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan Funds: Stock Radar Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months. Extreme Stocks in Focus – Contemporary Amperex Technology Co., Ltd. Class A– Sunny Optical Technology …
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98 Asia Ex-Japan Funds, AUM $50bn Asia Ex-Japan Positioning Insights, February 2024 • The China/India Divide: Spread between 2 nations hits tightest levels on record. • Tech Allocations Close in on the Highs: Allocations approach the 2021 highs as Tech takes portfolio share from Industrials and Consumer Discretionary. • Pinduoduo Rotation Continues: Ownership levels hit record highs as funds continue …
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