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Goldman Says Asian Funds Positioned All Wrong For 2019's Rally
FYI: While Asian equities have risen to start 2019, the region’s funds may not be doing as well.
Asian mutual funds have lagged behind their benchmarks due to conservative positioning, as well as concentrations in sectors and geographies that haven’t done as well to start this year, Goldman Sachs Group Inc. analysts led by Sunil Koul wrote in a Feb. 18 note with a quarterly update of regional fund flows and positioning. Regards, Ted https://www.bloomberg.com/news/articles/2019-02-21/goldman-says-asian-funds-positioned-all-wrong-for-2019-s-rally
