• Steve Holden
• August 16, 2022
• Asia
• 0 Comments

93 Active Asia Ex-Japan Funds, AUM $63bn Investor Positioning Insights Singapore Financials: Surging Higher China Technology: Stalling Sentiment Asian Restaurant Boom   Singapore Financials: Surging Higher Allocations in Singapore Financials continue their cyclical turnaround. From a low of 0.67% in early 2021, average holding weights have soared to 1.81%, closing in on the highs of 2%+ through 2018 with managers …

• Steve Holden
• August 13, 2022
• Asia
• 0 Comments

93 Active Asia Ex-Japan Funds, AUM $63bn. Asia Ex-Japan Stock Sentiment Investment levels among the thousands of stocks in the investible Asia universe differ greatly. Some stocks are widely owned, others largely avoided with ownership levels changing every month. We combine current and historical positioning against shorter-term manager activity to get a handle on where sentiment lies for every stock …