Chunbo Co. IPO Preview
Chunbo Co Ltd (278280 KS) is a provider of fine chemical materials in Korea, and it is expected to complete its IPO in January 2019. Its chemical...
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Bottoms-Up View on Developed Markets: Actionable Stocks, Part 2
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index.  In today’s report...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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The Psychology & Evidence Behind V-Shaped Rights Offerings in Korea
This report is about the psychology and evidence based analysis behind the "V-Shaped" rights offerings in Korea. We have included 19 rights...
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