Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-only Ma...-110016592
摩根士丹利·2024-09-10 02:50
M Update Asia Quantitative Strategy | Asia Pacific August 26, 2024 12:09 PM GMT Positions of Active Long-only Managers in Asia/EM Our August 2024 positioning guide shows Semis remained the most crowded industry group, although active weights were trimmed to +3.0% with Financials and Brazil were most bought. India has now overtaken China as the largest market in active portfolios. Active GEM funds saw US$2.2bn in redemptions Key Takeaways US$2.2bn outflow from active GEM funds but US$254m inflow into GEM pas ...