Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-108847542

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Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-108847542.pdf
🎯 适合读者
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📊 核心数据
  1. in Semis/Equipment which stands at 2.9% in
  2. GEM active managers reduced o/w in TSMC from 3.1% in April to 2.4% in May for
  3. down by 30% June MTD
  4. Equipments to o/w 2.9% in May, closer to levels at the start of the year ( Exhibit 1 ).
  5. Distribution of China active weight among EM funds shifted left ( Exhibit 6 ) Estimated simple average underweight increases from -1.5% in April to -1.7% in May
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报告摘要

June 25, 2024 04:59 AM GMT Asia Quantitative Strategy | Asia Pacific Morgan Stanley Asia Limited+

📋 核心要点(部分)

  1. 18.0%
  2. 4.5%
  3. 16.0%
  4. 4.0%
  5. 14.0%
  6. 3.5%
  7. 12.0%
  8. 3.0%

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《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-108847542》主要包含哪些内容?

June 25, 2024 04:59 AM GMT Asia Quantitative Strategy | Asia Pacific Morgan Stanley Asia Limited+核心数据:in Semis/Equipment which stands at 2.9% in;GEM active managers reduced o/w in TSMC from 3.1% in April to 2.4% in May for;down by 30% June MTD。

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