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...
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Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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CNOOC Turns a Corner as Exploration Pays Off
Last Thursday (March 29) CNOOC Ltd (883 HK) announced its 2017 full-year results. Net profit attributable to shareholders rose 38 times to CNY 24.7...
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Equity Asia Weekly Research - 21 Mar 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long term outperformance in progress.• HSI/MXAP: Long term...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
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