Cyclical Companies Are 29% Of The Thai Market

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


See 2017 Hedge Fund Letters.

ValueWalk’s November 2021 Hedge Fund Update: Rokos Capital’s Worst-Ever Loss

InvestWelcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring hedge fund assets near $4 trillion, hedge funds slash their exposure to the big five tech companies, and Rokos Capital's worst-ever loss. Read More

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