Primer: Coca-Cola Icecek (CCOLA TI) - Dec 2025
Dominant Market Position in High-Growth Geographies: Coca-Cola Icecek (CCI) is the exclusive bottler for Coca-Cola products across a diverse...
357 Views
Emerging Markets Leading the Way; Buying Energy; Crude Oil Bottoming -- Buy
Emerging Markets Leading the Way; Buying Global Energy and Consumer Staples Names; Crude Oil Bottoming -- Buy. Monitoring a few potential concerns
290 Views
MSCI EM Index Reversing 3-Month Downtrend -- Buy. Remain Overweight India, Upgrading Poland & Greece
In our prior EM Strategy (10/2/23) we discussed that, if $EEM is above $37, we were buyers on the pullback. Support held and now EEM displays a...
453 Views
MSCI Emerging Market Index Testing 1+ Year Resistance; Favor EM over EAFE; Top EM Buys Highlighted
MSCI EM Index $EEM Testing 1+ Year Resistance; Favor EM over EAFE $EFA. Top EM Country Overweights: Taiwan, India, Greece; Attractive EM Sectors:...
494 Views
Still Bearish, But On Watch for Bear Market Rally; Buying Toshiba 6502-JP, Defensive Sectors
The $DAX and Hang Seng are reversing their downtrends while China $MCHI and China Internet $KWEB are currently testing their respective multi-month...
742 Views