Hints and tips:
...Mr Wahi said that software stocks had further scope to grow, as companies and individuals changed the way they worked and lived post-pandemic....
...Separate analysis from Copley Fund Research found that active EM fund managers have consistently been underweight SOEs....
...With a lot of wood in this area still to chop, we urge a cautious stance,” said Mr Napier....
...Hikvision has outpaced all other Chinese A-share companies in terms of cumulative investment inflows from overseas emerging market funds with a total $732m invested by the end of February, according to Copley...
...Mr Holden of Copley said stockpickers could salvage their reputations in the months ahead — as happened after the global financial crisis. But others are less convinced....
...“One of the hottest investible sectors in China is definitely EV, triggered by Tesla’s entry into China last year with the great hope of stimulating the development of the local EV supply chain,” said Mr...
...“We know from the 2008 financial crash that an economic shock can cause profound and sustained damage to the housing market and the delivery of new homes,” said Tom Copley, London’s deputy mayor for housing...
...“Jim has a philosophy which says you want to try and make as many days of your life as memorable as you can, which is why he personally goes on all these adventures,” added Mr Crotty....
...One country where fund managers are more gung-ho, in both the Copley and Morgan Stanley data, is Russia, with Mr Holden reporting that Sberbank is now close to being the largest stock overweight in the whole...
...Semiconductor manufacturers in Asia are one such sector, according to Steven Holden, founder of Copley Fund Research, which tracks the investment decisions of 223 emerging market funds with a combined $450bn...
...It will always get in the way until he does,” said Mr Dwane....
...“From an investor perspective, the one beneficiary of the US-China tensions is Vietnam,” said Steven Holden, chief executive of Copley Fund Research....
...US shale output could fall more than 2m b/d next year, Mr Abramov added....
...And the market reaction after Mr Carney spoke on Thursday reflected recent pressure on sterling, pulling the currency down towards $1.30 against the US dollar....
...Mr Hansson said ahead of this year’s announcements that the Nobel nominations process was being changed to encourage diversity and in particular increase the number of women considered for prizes....
...“Sponsoring sports doesn’t do anything for his chemicals business,” says Graham Copley, founding partner at C-MACC an industry research firm....
...Tom Copley, a Labour assembly member, said Mr Johnson was “quite lazy, winging it as mayor....
...But Mr Smith noted the Candriam investment could be seen as “reckless” from an investment perspective, in light of the “obvious risk of sanctions in view of the widespread condemnation of the alleged treatment...
...“We believe Saudi offers compelling investment opportunities,” said Mr Saikaly....
...Before Mr Modi’s first election victory in 2014, overseas funds had for years held India at below-index weight....
...However, given investor enthusiasm for the reform story, the average EM fund had a larger exposure of 0.73 per cent as of the end of July, according to Copley Fund Research....
...My favourite apps are Mr & Mrs Smith, a great reference point for hotels around the world; Insight Timer, a meditation app; and Lime, for renting scooters wherever I travel....
...We are optimistic on prospects for China equities,” says Mr Wang....
...We don’t have any investments in these sectors at the moment,” Mr Patel said....
...Indeed, some 19 per cent of around 180 of the world’s largest emerging market funds held Hikvision last November, according to Copley Fund Research, a consultancy, placing the company in the top three most...
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