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》
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- 战略规划行业研究员
- 📊 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
- Equipments to o/w 2.9% in May, closer to levels at the start of the year ( Exhibit 1 ).
- 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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