Broad-Based Improvement in India, Add Exposure/Overweight. Buys: Cyclicals in Japan, India, & Taiwan
Seeing broad-based improvement in India #SENSEX -- overweight/add exposure. We still recommend a tactical overweight to ACWI defensives with $ACWI...
667 Views
KRX Foreign Holding Weekly (Aug 7th): Samsung Electronics, SamsungElecMech, Samsung Elec (PREF)
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, SamsungElecMech, Samsung...
115 Views
Global Emerging Markets: Reporting Season Summary, 3Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales- and EPS growth, size and percentage of positive...
462 Views
KRX Foreign Holding Weekly (Jul 31st): SK Hynix, Samsung Electronics, SamsungElecMech, SKSQUARE
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in SK Hynix, Samsung Electronics, SamsungElecMech,...
130 Views
GEM Weekly (23 Sep 2022): Rising Rates Across GEM; Baidu, Samsung Electronics, Hyundai Motor, Kia
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
439 Views