MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
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MSCI ACWI and EAFE Testing 1.5-Month Downtrends; Remain OW EU; Buys in Leading Sectors on Pullbacks
Pullback in global equities continues with MSCI $ACWI testing 1.5-month downtrend resistance as $STOXX Europe 50 tests 3800-3840 resistance....
700 Views
The Stocks to Own in Thailand – Vol. 40
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine new join...
545 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
390 Views
Thailand Short Interest Weekly (Jul 31st): TISCO Financial, Kiatnakin Phatra Bank, Krungthai Card
We analyzed SET short interest report for the past week and highlighted short interest changes in TISCO Financial (TISCO TB), Kiatnakin Phatra Bank...
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