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SMT · story · 30 September – 9 October

Scottish Mortgage trims its China weighting to 11%

Scottish Mortgage Investment Trust · 3 headlines from 3 outlets, from 30 September 2026 to 9 October 2026.

The story

+1.2neutral
Headlines3
Outlets3
Days230 September – 9 October

Scottish Mortgage reduced its China exposure to 11% amid geopolitical risks.

The story's tone is the average of its headlines' own scores. Each score rates how good or bad the news was for the company, from −10 (clearly bad) to +10 (clearly good). 0 is neutral, and anything beyond ±6 is strong and rare. It rates the coverage, not the share price.

How each outlet covered it · 3 outlets

Every outlet, by impact on the tone

Average tone of each outlet's headlines in this story, −10 to +10. Impact = headlines × strength of tone.

Source: MarketFrame news analysis

Every outlet, by impact on the tone. Average tone of each outlet's headlines in this story, −10 to +10. Impact = headlines × strength of tone. Source: MarketFrame news analysis
outletAverage tone
Trustnet1.3
London South East1.3
Traders Union0.8
OutletHeadlinesAverage tone
Trustnet1+1.3
London South East1+1.3
Traders Union1+0.8

One or two headlines is not a lean: read these as how this story was told, not as a verdict on the outlet.

Day by day · 2 days, strongest headlines first

Friday 9 October 20261 headline · Scottish Mortgage's Burns argues that China risk remains even for investors holding no Chinese shares.+1.3
ToneWhat the article reported, and why it scored that waySource
+1.3Manager commentary on China risk; company a named party, neutral-ish view.Trustnet (opens the article) ↗
Wednesday 30 September 20262 headlines · Scottish Mortgage reduced its China exposure to 11% amid geopolitical risks.+1.1
ToneWhat the article reported, and why it scored that waySource
+1.3Factual report of China exposure cut to 11%; mildly prudent.London South East (opens the article) ↗
+0.8Portfolio shift away from China on geopolitical risk; mildly prudent.Traders Union (opens the article) ↗

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How it works. Every morning an AI model reads the UK business news about each FTSE 100 company and scores how good or bad it is for the company, from −10 to +10. Pages update by about 07:45 UK time.

Not investment advice. MarketFrame rates the tone of news coverage. It is general information, not a recommendation to buy or sell anything. The scores are not share-price data or forecasts: a good score doesn't mean a share will rise, and a bad one doesn't mean it will fall.

Data to 06:30 UTC, 26 October · 326 headlines · 63 companiesMade by Adapt Progress Evolve Limited, a UK company · Privacy · Terms · RSS · API · llms.txt