Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-106581842

报告摘要

Asia Quantitative Strategy | Asia Pacific We publish our February 2024 Asia/EM positioning guide to summarize allocation changes at the stock, country and sector

核心要点

80 global equity funds by AUM

报告信息

文件全名: 《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-106581842.pdf》
适合读者: 战略规划行业研究员
核心数据: GEM funds, with the estimated average underweight down from 3.2% in December
2023 to 1.2% in January 2024. We see nine more funds in the 0-2% bucket (Exhibit
average underweight against MSCI AC World is -1.1% among 64 global equity funds
2330-TW Taiwan Semiconductor Manufacturing Semiconductors & Semiconductor Equip ment 10.0% 7.3% 2.6% 0.3% 10.7% 3.4% 0.2% 9.7% 2.3% 0.3%
005930-KR Samsung Electronics Technology Hardware & Equipment 5.7% 4.4% 1.3% 0.3% 6.3% 1.9% 0.1% 5.4% 1.
核心议题: 管理咨询

常见问题

《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-106581842》主要包含哪些内容?

Asia Quantitative Strategy | Asia Pacific We publish our February 2024 Asia/EM positioning guide to summarize allocation changes at the stock, country and sector核心数据:GEM funds, with the estimated average underweight down from 3.2% in December;2023 to 1.2% in January 2024. We see nine more funds in the 0-2% bucket (Exhibit;average underweight against MSCI AC World is -1.1% among 64 global equity funds。

这份报告由哪家机构发布?

本报告由Morgan Stanley发布,发布于 2024 年。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 21。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理咨询等议题。