Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121

2024-03管理咨询20免费

📄 文件全名: 《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: TSMC o/w from 2% in Dec 2022 to 3.3% in Feb
the estimated simple average underweight up from 1.2% in January to 1.7% in
February 2024. However, it is still materially lower than that of 3.2% underweight in
TSMC led weight additions in Feb and YTD, active overweight increased to 3.3%
2330-TW Taiwan Semiconductor Manufacturing Semiconductors & Semiconductor Equip ment 11.0% 7.6% 3.3% 1.0% 11.7% 4.1% 0.9% 10.7% 3.1% 1.1%
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报告摘要

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

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《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121》主要包含哪些内容?

Asia Quantitative Strategy | Asia Pacific We publish our March 2024 Asia/EM positioning guide to summarize allocation changes at the stock, country and sector核心数据:TSMC o/w from 2% in Dec 2022 to 3.3% in Feb;the estimated simple average underweight up from 1.2% in January to 1.7% in;February 2024. However, it is still materially lower than that of 3.2% underweight in。

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