• Steve Holden
• August 14, 2022
• Emerging Markets
• 0 Comments

275 Active GEM Funds, AUM $370bn. The ASEAN Rotation In this piece we provide a comprehensive analysis of active EM fund positioning in the ASEAN region. We find that ASEAN has been a key beneficiary from a drop in EM Europe allocations following the Russian exodus, in addition to a stall in the major EM Asia nations. Indonesia and Thailand …