Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Â Early-stage MSCI ACWI uptrend combined with constructive breadth...
338 Views
Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
364 Views
Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
513 Views
Negative Near-Term Read-Throughs from the Detainment of Crown Resorts' Marketing Executives in China
Eighteen sales and marketing executives at Crown Resorts were reported as being detained in China, likely due to illegally soliciting Chinese to...
6k Views
HK-Listed Apparel & Footwear Screener Feb 2026: Lever Style Results And Business Outlook Encouraging
We highlight Lever Style (1346 HK), summarizing its FY25: 7% dividend yield, 35% of market cap in cash, and >20% ROE; another great pick in our...
390 Views