• Steve Holden
• January 14, 2024
• Emerging Markets
• 0 Comments

365 emerging market Funds, AUM $412bn Emerging Market Active Fund Performance & Attribution Review, 2023 2023 was a good year for active EM managers as 60% outperformed, generating +1.6% of alpha versus the tradable benchmark. Returns driven higher by strong performance from Value and Small/Midcap managers, whilst high Growth struggled. China & HK positions were costly, whilst LATAM and Technology …

• Steve Holden
• December 13, 2023
• Emerging Markets
• 0 Comments

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 …

• Steve Holden
• November 22, 2023
• Emerging Markets
• 0 Comments

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 …

• Steve Holden
• October 23, 2023
• Emerging Markets
• 0 Comments

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 …

• Steve Holden
• September 22, 2023
• Emerging Markets
• 0 Comments

372 emerging market Funds, AUM $402bn GEM Fund Positioning Analysis, September 2023 In this issue: EM Industrials Deep Dive Emerging Market Funds: A Style Analysis MercadoLibre’s Bullish Run Continues   372 emerging market Funds, AUM $402bn EM Industrials Deep Dive • Industrials sector weights sit near record highs, but current data suggests a period of consolidation and stalling momentum among …

• Steve Holden
• August 28, 2023
• Emerging Markets
• 0 Comments

372 emerging market Funds, AUM $423bn GEM Fund Positioning Analysis, August 2023 In this issue: Istanbul or Bust: The Decline of Turkish Investor Positioning GEM Funds Country/Sector Radar Climbing the Ranks: Record Ownership in Taiwan’s Emerging Six 372 emerging market Funds, AUM $423bn Istanbul or Bust: The Decline of Turkish Investor Positioning • Turkish fund ownership falls to record lows …

• Steve Holden
• July 20, 2023
• Emerging Markets
• 0 Comments

376 emerging market Funds, AUM $408bn GEM Fund Positioning Analysis, July 2023 In this issue: H1 Performance & Attribution H1 Top Down Positioning Update Americas: Consensus Overweight Voltronic Power Technology: Rising Up The Ranks 376 emerging market Funds, AUM $408bn H1 Performance & Attribution The latest stats on performance and the drivers of performance for H1 2023. H1 Performance Summary …

• Steve Holden
• June 20, 2023
• Emerging Markets
• 0 Comments

380 emerging market Funds, AUM $392bn GEM Fund Positioning Analysis, June 2023 In this issue: EMEA Materials: Rock Bottom Greece: Continued Rotation Aggressive Growth Funds Raise Japan Stakes GEM Funds Stock Radar 380 emerging market Funds, AUM $392bn EMEA Materials: Rock Bottom GEM Managers reassess their exposure to the EMEA Materials sector. Sellers overwhelm buyers in key stocks, with South …

• Steve Holden
• May 26, 2023
• Emerging Markets
• 0 Comments

375 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, May 2023 In this issue: Qatar: Momentum Stalls Consumer Discretionary: Active Rotation BYD Company: Moves to Top Auto Holding in EM Emerging Markets Stock Positioning Update 375 emerging market Funds, AUM $400bn Qatar: Momentum Stalls Fund exposure to Qatari stocks saw a strong increase between 2021 and 2022, but recent …

• Steve Holden
• April 16, 2023
• Emerging Markets
• 0 Comments

384 emerging market Funds, AUM $400bn GEM Fund Positioning Analysis, April 2023 In this issue: Q1 Performance & Attribution Internet Retail: EM Funds Raise Overweights Poland: Momentum Building TSMC: Crowded Trade? 384 emerging market Funds, AUM $400bn Q1 Performance & Attribution The latest stats on performance and the drivers of performance for Q1 2023. Q1 Performance Summary Active GEM managers …