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Short bets on UK companies rise as investors brace for fiscal shifts
Short exposure to UK companies climbed as funds anticipate tighter fiscal policy, potential tax changes, and consumer-demand pressure in the upcoming budget.
Hedge funds increased short positions against UK focused companies ahead of the government’s upcoming budget, reacting to expectations of tax adjustments and stricter fiscal measures. Goldman Sachs reported that long to short ratios have fallen materially across several domestic names as investors hedge earnings risk. Analysts said potential tightening in household demand and changes to corporate obligations are driving defensive positioning.