Global Emerging Markets Weekly: 18 June 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Korean Value Stocks Portfolio Quarterly #2 (1Q 2020) & Thoughts of Warren Buffett's 2019 Results
In this report, we highlight some of the most noteworthy value stocks in Korea. Among these 30 stocks, there were 10 stocks that achieved 10% or...
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Shinsegae Group to Acquire Entire Remaining Stake in SSG.com for 1.3 Trillion Won
I am turning Negative on Shinsegae. There are three major reasons. First, I think valuations are unattractive. Second, I think the company is...
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