• Steve Holden
• May 18, 2023
• Asia
• 0 Comments

86 Asia Ex-Japan Equity Funds, AUM $54.5bn Asia Ex-Japan Fund Positioning Analysis, May 2023 Energy: Stalled Recovery BYD Company Limited: Record Holdings Asia Ex-Japan Stock Positioning Update 86 Asia Ex-Japan Equity Funds, AUM $54.5bn Energy: Stalled Recovery Active Asia Ex-Japan managers are reassessing their exposure to the Energy sector Time-Series & Sector Activity The recovery in Energy allocations among Asia …

• Steve Holden
• November 27, 2022
• Asia
• 0 Comments

92 Active Asia Ex-Japan Funds, AUM $49bn Asia Ex-Japan Fund Positioning Analysis, November 2022 In this issue: Asia Ex-Japan Sector Rotation Oil Refining/Marketing All-Time Highs Singapore Telecommunications: Demand Surge   92 Active Asia Ex-Japan Funds, AUM $49.5bn Sector Rotation   The make-up of sector positioning among active Asia Ex-Japan investors is changing.  Over a period of just 6-months, average weights …

• Steve Holden
• October 30, 2023
• Asia
• 0 Comments

100 Active Asia Ex-Japan Funds, AUM $54bn Asia Ex-Japan Fund Positioning Analysis, October 2023 In this issue: Betting on Recovery: Asia Ex-Japan Funds Return to Casino Stocks JD.Com. Losing its Appeal? Asia Ex-Japan Stock Positioning & Activity Update   100 Active Asia Ex-Japan Funds, AUM $54bn Betting on Recovery: Asia Ex-Japan Funds Return to Casino Stocks • Ownership levels in …

• Steve Holden
• September 28, 2023
• Asia
• 0 Comments

103 Asia Ex-Japan Funds, AUM $61.4bn Asia Ex-Japan Fund Positioning Analysis, September 2023 In this issue: Information Technology: Back to Top Overweight After Upward Trend Resumes China & HK Banks: Depressed Positioning Baidu: Back in the Mix 103 Asia Ex-Japan Funds, AUM $61.4bn Information Technology: Back to Top Overweight After Upward Trend Resumes • Technology allocations resume their upward trends …

• Steve Holden
• March 29, 2024
• Asia
• 0 Comments

100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan Funds: Stock Radar Summary In this report, we identify eight stocks that are currently positioned at the extreme ends of their historical position ranges, or have experienced significant shifts in fund ownership in recent months.  Extreme Stocks in Focus – Contemporary Amperex Technology Co., Ltd. Class A– Sunny Optical Technology …

• Steve Holden
• January 11, 2023
• Asia
• 0 Comments

91 Active Asia Ex-Japan Funds, AUM $70bn. 2022 Performance & Attribution Report In this report, we provide an overview of 2022 performance among the Asia Ex-Japan active funds in our analysis. We look at annual performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then identify the drivers behind 2022 performance …

• Steve Holden
• October 11, 2022
• Asia
• 0 Comments

92 Asia Ex-Japan funds, AUM $60bn. Q3 Performance & Attribution In this piece, we provide an overview of Q3 performance among the Asia Ex-Japan active funds in our analysis. We look at quarterly performance broken down by Style and Market Cap focus, together with longer-term analysis of active versus passive. We then breakdown this quarter’s performance based on the average …

• 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 …

• Steve Holden
• February 19, 2024
• Asia
• 0 Comments

98 Asia Ex-Japan Funds, AUM $50bn Asia Ex-Japan Positioning Insights, February 2024 • The China/India Divide: Spread between 2 nations hits tightest levels on record. • Tech Allocations Close in on the Highs: Allocations approach the 2021 highs as Tech takes portfolio share from Industrials and Consumer Discretionary. • Pinduoduo Rotation Continues: Ownership levels hit record highs as funds continue …

• Steve Holden
• April 15, 2024
• Asia
• 0 Comments

100 Asia Ex-Japan active equity funds, AUM $53bn Asia Ex-Japan: Performance & Attribution Review, Q1 2024 Summary • Strong start to 2024 as majority outperform: Average returns of 3.3% beat the iShares Asia Ex-Japan benchmark, with 66% of funds outperforming. • Value beats Growth: Value and Yield funds have the edge, though all Style groups beat the index on average. …

• Steve Holden
• September 15, 2022
• Asia
• 0 Comments

92 Active Asia Ex-Japan Funds, AUM $62bn Country Positioning Update In this piece we provide a comprehensive analysis of country positioning among Asia Ex-Japan equity funds. We look at the current ownership dynamics and tie that in to the long-term trends in country positioning and more recent manager activity. We find that Taiwan and South Korea have born the brunt …