行业研究报告

Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-107647217

2024-04管理咨询20Morgan Stanley

Asia Quantitative Strategy | Asia Pacific Managers in Asia/EM We publish our April 2024 Asia/EM positioning guide to

报告摘要

Asia Quantitative Strategy | Asia Pacific Managers in Asia/EM We publish our April 2024 Asia/EM positioning guide to

核心要点

  1. 0.0%
  2. 2.0%
  3. 4.0%
  4. 6.0%
  5. 8.0%
  6. 10.0%
  7. 12.0%
  8. 14.0%

报告信息

文件全名
Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-107647217.pdf
适合读者
战略规划行业研究员
核心数据
  1. cyclical sectors Energy and Industrials by 0.7%
  2. u/w increased by 0.5% to -1.1% contributed most by TSMC.
  3. the estimated simple average underweight down from -1.7% in February to -1.4% in
  4. March 2024. More funds settled within the -2% to 0% bucket for China
  5. 2330-TW Taiwan Semiconductor Manufacturing Semiconductors & Semiconductor Equip ment 11.3% 8.3% 3.0% 0.7% 11.9% 3.6% 0.4% 11.1% 2.8% 0.8%
核心议题
管理咨询

常见问题

《Morgan Stanley-Asia Quantitative Strategy Positions of Active Long-Only Ma...-107647217》主要包含哪些内容?

Asia Quantitative Strategy | Asia Pacific Managers in Asia/EM We publish our April 2024 Asia/EM positioning guide to核心数据:cyclical sectors Energy and Industrials by 0.7%;u/w increased by 0.5% to -1.1% contributed most by TSMC.;the estimated simple average underweight down from -1.7% in February to -1.4% 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。

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覆盖 2024 年,全文约 20。

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