Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Short Interests Spiked for SMIC, Galaxy and Techtronics
Hong Kong SFC reported on today for aggregate short position on Apr 9th. The aggregate short value for equities increased by $2,365m (+4.6%) WoW...
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Major Indexes Testing Resistance
Positive news flow surrounding COVID-19 is encouraging on many fronts. Still, despite encouraging news and the relief rally in global equities,...
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China Meidong (1268 HK): Standout Performer All-Around, YTD +31% As China Luxury Car Demand Recovers
As investors, we always strive to find ten baggers. Stocks that go up 1,000% are rare. Auto dealers that go up 1,000% in 3 years are unheard of....
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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