Positioning Insights, September 2024

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 investor positioning in your market, please get in touch with me on steven.holden@copleyfundresearch.com