• Steve Holden
• February 19, 2025
• Emerging Markets
• 0 Comments

348 emerging market Funds, AUM $422bn Active GEM Funds: Positioning Chart Pack, Jan 25 Inside This Month’s Chart Pack Regional Trends Malaysia: Sentiment Shift Sparks a Rebound Greece Financials: Record Highs as Rotation Picks Up   Stock Analysis Singapore – Sea Ltd, Grab Holdings China – Xiaomi, Trip.com, CATL South Africa – Absa Group, OUTsurance, Life Healthcare Unloved Stocks – …

• Steve Holden
• January 27, 2025
• Emerging Markets
• 0 Comments

348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Chart Pack, Jan 25 Headlines In this chart pack, we highlight 10 key investment themes across our Global Emerging Market fund universe. 1. Active Shares Hit All-Time Lows2. The Small Cap Effect3. Have we Seen Peak ESG?4. The Big Rotations in 2024.5. GCC a Key Focus for EM Investors in …

• Steve Holden
• January 17, 2025
• Emerging Markets
• 0 Comments

348 emerging market Funds, AUM $418bn Active GEM Funds: Performance & Attribution, 2024 Headlines GEM Funds Aligned with Benchmark in 2024 Active EM Funds posted an average return of +6.08% in 2024, trailing the iShares MSCI Emerging Markets ETF by 0.46%. Just under half (47.5%) of funds managed to outperform the index. 2024 returns ranged from -13.6% to +28.3%, with …

• Steve Holden
• December 16, 2024
• Emerging Markets
• 0 Comments

348 emerging market Funds, AUM $418bn Active GEM Funds: Positioning Insights, December 2024 Headlines South Korea:Rotation Drives Exposure to Record Lows Real Estate:Recovery Among Active EM Funds South Africa Financials:Gaining Momentum Among EM Investors Chart Pack South Korea Chart Pack Real Estate Chart Pack S. Africa Financials For more analysis, data or information on active investor positioning in your market, …

• Steve Holden
• November 18, 2024
• Emerging Markets
• 0 Comments

349 Global EM Funds, AUM $435bn Active GEM Funds: Positioning Chart Pack, Nov 24 Headlines Country: China, India, Saudi Arabia, and Taiwan remain the key underweight country positions among active EM investors. India, in particular, has seen a dramatic shift from a strong overweight to a significant underweight over the past four years. Sector: Over 60% of active EM fund …

• Steve Holden
• October 24, 2024
• Emerging Markets
• 0 Comments

30 EM Ex-China Funds, AUM $1.7bn Active EM Ex-China Funds: Positioning Insights, October 2024 Headlines Country:India, Taiwan and South Korea dominant.  Versus the benchmark, DM stocks, Argentina and Mexico lead the overweights, whilst India, Taiwan and Saudi Arabia top the underweights. Sector:Technology is the top sector allocation, but strong momentum seen in Communication Services and Consumer Discretionary.  Materials and Energy …

• Steve Holden
• October 13, 2024
• Emerging Markets
• 0 Comments

352 Global Emerging markets active equity funds, AUM $429bn GEM Funds: Performance & Attribution Review, Q3 2024 Summary Active EM Funds delivered an average return of +6.85% in Q3, underperforming the iShares MSCI Emerging Markets ETF by 0.83%, with 38.8% of funds beating the index. Quarterly returns ranged from -2% to +15.6%, with most funds concentrated between 6% and 8%. …

• Steve Holden
• September 22, 2024
• Emerging Markets
• 0 Comments

351 emerging market Funds, AUM $432bn Active GEM Funds: Positioning Insights, September 2024 Headlines Indonesia:Sentiment Weakens as Key Sectors and Stocks Lose Ground Consumer Discretionary:Key Holdings Strengthen Top Sector Overweight Steel:Falling Investment Pushes Sector towards Record Lows TSMC:Record Ownership Amid Growing Investor Caution Chart Pack Indonesia Chart Pack Discretionary Chart Pack Steel For more analysis, data or information on active …

• Steve Holden
• August 21, 2024
• Emerging Markets
• 0 Comments

351 emerging market Funds, AUM $424bn Active GEM Funds: Positioning Insights, August 2024 Summary Brazil: Exposure Among EM Funds Nears Record Lows Exposure to Brazil among Emerging Market equity funds has fallen to near-record lows, with Financials, Technology, and Materials leading the declines. Materials: Low Conviction Sector Goes Lower Both average fund weights and the percentage of funds invested in …

• Steve Holden
• July 28, 2024
• Emerging Markets
• 0 Comments

352 Global Emerging markets active equity funds, AUM $429bn GEM 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 …