Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
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Primer: BNP Paribas (BNP FP) - Apr 2026
Diversified Business Model Drives Resilience: BNP Paribas's strength lies in its diversified and integrated model, with three core operating...
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US Dollar Breakout; Watching SK Hynix (000660-KR) And Micron (MU-US); Should You Be Concerned? No.
U.S. Dollar Breakout; Watching SK Hynix (000660-KR) and Micron (MU-US); Should You Be Concerned About Technology? No.; Bullish Outlook Intact. Buys...
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Global Services Reports for January, US Private Sector Employment, and Thai Inflation
Technically, the SET Index is expected to weaken, with the support at 1,292/1,285 points and resistance at 1,308/1,316 points. In the medium term,...
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Upgrading Europe to Overweight; Supports Holding on MSCI ACWI, ACWI Ex-US, EAFE, and EM
Upgrading Europe to Overweight EURO $STOXX 50 $FEZ; Supports Holding on MSCI $ACWI, $ACWX, $EFA, and $EEM. Latest 4-6% pullback remains healthy...
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