Tracy Cao, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/tracy-cao/ An asset management and investment firm focused on emerging manager strategies Fri, 06 Jun 2025 14:25:55 +0000 en-US hourly 1 https://www.xponance.com/wp-content/uploads/2019/10/Favicon-01-3.png Tracy Cao, Author at Xponance | Asset Management and Investment https://www.xponance.com/author/tracy-cao/ 32 32 Have EAFE Banks Become the New “Favorite” for Growth Managers? https://www.xponance.com/have-eafe-banks-become-the-new-favorite-for-growth-managers/ Thu, 05 Jun 2025 20:02:35 +0000 ® Insights]]> https://www.xponance.com/?p=242762 Non-US banks in developed markets (“EAFE banks”) have quietly emerged as the top-outperforming segments in global equity markets over the past three years (through Q1 2025). This paper explores the fundamental development of EAFE banks over the past decade, dissecting by European and Japanese entities.

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]]> This Time Is Different in Japan: Part 2: Q1 2024 Multi-Manager Platform Update https://www.xponance.com/this-time-is-different-in-japan-part-2-q1-2024-multi-manager-platform-update/ Thu, 02 May 2024 18:01:17 +0000 ® Insights]]> https://www.xponance.com/?p=241733 There is reason to be bullish on Japanese equities, due to market reforms and interventions over the past decade. In this note, we will recap those reforms we see as most relevant for global stock pickers, followed by insights from a selection of our high conviction boutique managers.

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]]> Microbes, Markets, and the Dragon https://www.xponance.com/microbes-markets-and-the-dragon/ Fri, 14 Feb 2020 15:53:47 +0000 https://www.fisgroup.com/?p=3137 The coronavirus outbreak in China, named COVID-19 by WHO, is understandably dominating news coverage and depressing Chinese risk plays. Since 12/9/2019 when the first coronavirus case was announced from the City of Wuhan, confirmed cases have risen rapidly to over 40,000 as of this report.

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]]> Stories from Shanghai and the Mobile Payments in China https://www.xponance.com/stories-from-shanghai-and-the-mobile-payments-in-china/ Wed, 04 Dec 2019 06:56:13 +0000 https://www.fisgroup.com/?p=3030 China has a long history of pioneering revolutionary change in payments. Coins dating from at least 700 BC have now been found in China, making it the first place in the world (that we know of) to issue coins. 

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