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Cross-Asset & Quantitative Research
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bullish
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Cross Asset Strategy
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13 May 2024 07:30
Five Reasons to Be Bullish
A review of technical and sentiment conditions shows that stock prices are setting up for a sustained advance, based on a combination of strong...
Cam Hui
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198 Views
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bearish
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Cross Asset Strategy
•
13 May 2024 07:00
Beware of the AI Hangover
We believe AI is overhyped in the short run and underhyped in the long run. Recent instances of earnings report reactions of stocks in the AI...
Cam Hui
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164 Views
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bullish
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Cross Asset Strategy
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06 May 2024 07:30
What's Driving Stock Prices?
A review of the main short-term drivers of stock prices, namely interest rates, geopolitical risk and the earnings outlook, are all pointing to...
Cam Hui
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177 Views
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bullish
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Quantitative Analysis
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06 May 2024 07:00
Value or Growth? Here's an Analytical Framework
Should you buy value or growth stocks? We present an analytical framework for analyzing growth and value within a capital intensity context.
Cam Hui
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180 Views
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bullish
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Technology Select Sector SPDR
•
29 Apr 2024 07:30
Time to Tiptoe Back Into Big Tech?
Big Tech has been lagging the market since February and the relative performance reset is nearing an end. The overall stock market is undergoing a...
Cam Hui
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195 Views
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