MarketWatch
US · 1 hrs ago
✦ 75◉ Centre
Maxed out on TSMC, Samsung and SK Hynix, what emerging-market funds are buying now
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◉ Centre ✓ Fair headline
Emerging-market fund managers who have profited from large positions in TSMC, Samsung, and SK Hynix are being forced to diversify their portfolios into other stocks due to concentration constraints.
Maxed out on TSMC, Samsung and SK Hynix, what emerging-market funds are buying now
Fund managers who’ve made a killing this year with positions in the three top-performing emerging market stocks are increasingly being forced to diversify elsewhere.
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