UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139

2024-05管理咨询14免费

📄 文件全名: 《UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: relative to benchmark has improved from -2.6% in 4Q23 to -2.3% but still more
underweight vs the -2.1% level in 3Q22. Looking at the top 40 global investors
c.25% of active funds have no Chinese holdings in their portfolio
in HK declined to 15% of turnover, cooled off from the recent peak of c.20% seen in
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报告摘要

Global Research and Evidence Lab 1Q24 investor positioning update - foreign funds less underweight but still at extreme levels

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《UBS Equities-China Equity Strategy _1Q24 investor positioning update - fo...-108117139》主要包含哪些内容?

Global Research and Evidence Lab 1Q24 investor positioning update - foreign funds less underweight but still at extreme levels核心数据:relative to benchmark has improved from -2.6% in 4Q23 to -2.3% but still more;underweight vs the -2.1% level in 3Q22. Looking at the top 40 global investors;c.25% of active funds have no Chinese holdings in their portfolio。

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