Primer: Bradespar SA (BRAP4 BZ) - Nov 2025
Bradespar is a Brazilian investment holding company whose primary asset is a significant stake in Vale S.A., one of the world's largest mining...
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Weakness Contained To EM & China Thus Far; Actionable Themes: Tech, Utilities, Financials, Materials
Cracks are beginning to show, particularly in EM/China. Key support violations include the MSCI EM index below $52, the Shanghai Comp below 3500,...
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Global Equity Strategy: Market Dynamics Remain Positive, And So Are We
We show some love to various Sectors that have not been big attention-grabbers for us in recent months, including Services, Communications,...
391 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...
510 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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