Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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China's Property Market Slumps Further In Midst of Liquidity Tightening
The housing market continues its downward trend, with transactions in large cities nearly frozen in recent weeks. The government has cracked down...
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Global Equity Pullback = Buying Opportunity
In today’s report we highlight the follow themes: As a whole, Europe continues to lag, but we like the price patterns—mostly multi-year bases....
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Chinese Housing Market Update
There is an apparent divergence in sales performance between the key cities (for which we provide weekly tracking data) and the under-the-radar...
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China's Online Video Platforms Are Likely to Emulate YouTube's Growth.
Recently, Alphabet (GOOG US) reported that aggregate usage on YouTube had reached 1bn hours per day, a 10x increase from 2012. The company...
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