KOSDAQ150 Index Rebalance Preview: Reversion Sets Up an Attractive Entry Point
With 16 possible changes to the KOSDAQ150 in the Dec review with a one-way turnover of 7%, the recent underperformance of the inclusions vs the...
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KOSDAQ150 Index Rebalance Preview: Strong Momentum Driving Gains
The Korea Exchange (KRX) will announce the results of the December 2020 review of the KOSDAQ150 Index in November. The constituent changes will be...
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Dentium (145720 KS)Â Strength Without Substance
2Q will miss and full year guidance will be lowered. Eventually this company will sell its shares (22% of o/s) as a lifeline. Whether that be...
528 Views
EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
371 Views
Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
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