Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
423 Views
EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
412 Views
Electronic Components Long/Short: Yageo (2327TT)/ Genius (3406TT)
Total short notional in Taiwan stocks is TWD 241,644 mm (~US$8.05 bn) as of 10 April 2020.Over the week, the largest short positions were put on in...
426 Views
Semiconductors Long/Short: Mediatek/UMC
Total short notional in Taiwan stocks is TWD 234,048 mm (~US$7.74 bn) as of 3 April 2020.Over the week, the largest short positions were put on in...
450 Views
Taiwan Short Interest - Further Increase in Shorts
Total short notional in Taiwan stocks is TWD 269,991 mm (~US$8.66 bn) as of yesterday's close and has increased by TWD 10.28bn (~US$330mm) for the...
525 Views