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Singapore Exchange Limited

1 letter discussing SPXCF. Everything written about it on this site is on its ticker page.

Seafarer Capital Partners Portfolio Review The Seafarer Overseas Growth and Income Fund added Vinamilk on expectations that revamped products, branding and distribution can restore growth, and exited Bolsa Mexicana after its opportunities diminished. Samsung Electronics remained a significant holding despite AI-chip concerns, while the team sees China’s stimulus as reducing downside risk without ensuring robust growth. third quarter of 2024 BOMXF $1.1BSSNLF $1373T