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COPLEY FUND RESEARCH
How US defence industry dodged a rare-earth shortage after China's curbsAmid rising geopolitical tensions, the United States is facing a pressing scarcity of samarium, an essential metal for sophisticated weapon...- Foreign investors struggle to keep up with India's riseThe trend has been driven by years of strong earnings in India at the same time as China's markets have stumbled, upending their weightings...
- Four-fifths of EM funds still trapped in Russian stocksRussia has been severed from global financial markets, and its stocks and bonds ejected from indexes after Western nations imposed sweeping...
- Russia's economic defences likely to crumble over time under sanctions onslaughtSteps by the West include sanctions and asset freezes on more Russian banks and businessmen, a halt to fundraising abroad, the freezing of ...
- Pricey valuations, weak earnings push investors to trim India playThe current overweight of these money managers is 1.45% above the MSCI EM Index weight.
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