Info-Graphs

Cyclical Companies Are 29% Of The Thai Market

  • The Thai market is heavy in Materials and Energy, the sectors account for 29% of the total market cap
  • India, China, and Indonesia are heavier in these two sectors relative to Asia ex Japan as well
  • Hong Kong, Philippines, and Singapore have low weight

[REITs]

See 2017 Hedge Fund Letters.

Cyclical Companies