Hedge Funds Log sold the largest weekly in more than 5 months in Asian EM stocks, said Goldman

Global Hedge Funds recorded their biggest weekly selling action in the new Asian equity emerged in more than five months last week, ahead of the big holiday season, according to client records from Goldman Sachs seen by Reuters.

Market participants link sales by making profits, especially in technology stocks, because investors try to reduce exposure in front of the potential for market uncertainty during a long vacation.

The sale of hedging funds led by Chinese equity – both on land and offshore – followed by India and Taiwan, for this week between September 19 and September 25, Goldman Sachs records, dated Friday, said.

The MSCI EM Asia Equities index ended last week down 1.6%, taking three weeks.

Also reflects the sentiment of risk of risk before the holidays are Chinese land investors. They have rushed to a lower leverage, with Shanghai’s composite recording “The Biggest Daily Margin Balance” on Friday since April 2025, said Wee Khoon Chong, APAC Market Strategy at BNY.

Asian stocks that have emerged have far outperformed the global market this year, supported by US interest rate expectations and Chinese -made intelligence explosions.

MSCI EM Asia Equities Index (.Mims00000pus) jumped 24%, compared to the 15% increase in the world of MSCI (.Miwo00000pus).

In the region, Korea shared Kospi to reach the highest of all time last week, jumping 41% from year to date. Benchmark China Shanghai Composite 000001 also reached a highest decade earlier this month.

China will start a golden week vacation eight days on Wednesday.

South Korea will start a long vacation week from 3 to 9 October, while Taiwan Market will be closed on 6 and 10 October, and Hong Kong will be closed on October 1 and 7.
Source: Reuters