We have done some scraping (sounds naughty!) and looked at all the publicly available data on the top holdings of the largest hedge funds and the largest Asia-based funds. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————–
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more