高盛：板股票定位重点转向印度，但对沙特投资不足

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 GEMs stock positioning A big pivot on India and underinvested in Saudi GEMs funds' active positioning in India has declined significantly over the last 18 months and they are now underweight 9870 + But this is not merely a story of disinvestment; it also reflects stock and sector selection underperfomimg the benchmark 据力funds' active weight in India. Indeed, our proprietary positioning data which covers nearly 300 active Global Emerging Markets (GEMs) funds with combined assets u ...