Global MSCI Indexes at Multi-Year Highs; Global Energy Sector Deteriorating, Is Materials Next?
There are few things more bullish than Global MSCI Indexes at Multi-Year Highs $ACWI $ACWX $EFA $EEM; Buys in Tech $TSM; Global Energy Sector...
603 Views
GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
452 Views
Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
696 Views
Replacing Russia:Â EMEA Stock Screening
We identify stocks in the EMEA region that are filling the void created by Russia's removal from financial markets in 2022.
508 Views
Upgrading Communications, Downgrading Staples - Both to Market Weight; US Dollar Major Top
We believe equities are still in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the $SPX 4100-4165 area. Upgrading...
505 Views