Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121
Asia Quantitative Strategy | Asia Pacific We publish our March 2024 Asia/EM positioning guide to summarize allocation changes at the stock, country and sector
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
报告信息
- 文件全名
- 《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only As...-107127121.pdf》
- 适合读者
- 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%
- 核心议题
常见问题
《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。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 20。
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适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了管理咨询等议题。
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