Taiwan Banks See Sharp Increase in Shorts
Total short notional in Taiwan stocks is TWD 255,521 mm (~US$8.51 bn) as of 17 April 2020.Over the week, the largest short positions were put on in...
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Taichung Commercial Bank: Run Your Winners
At Q319,Taichung Commercial Bank (2812 TT)reported a PH Score™ of 8.2 revealing benign trends in Profitability (partly), in Efficiency, in...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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