India, Philippines, and Taiwan hold the top 3 positions.
Hong Kong drops out of the top 3 to 5th place, whilst Japan and Indonesia look to be moving up the ranks.
Model performing well up ~18.6% y/y, and ahead of MXAS +6.4%.
YTD the model is 6.08% v 2.53%
The look back rankings compared to last week and last month is as follows:
(nb. 1 indicates strongest momentum)
The following charts show Y/Y performance (vs the MSCI Asia index, MXAS) and current market allocations.
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