Global Equity Strategy: Santa Claus Rally Underway
Our bullish outlook continues to be supported by ongoing positive market dynamics and the absence of breakdowns across indexes, and we continue to...
402 Views
Emerging Markets Breaking Out
Emerging markets (EEM-US) are breaking above major $46.30 resistance to hit highs not seen since June 2018. Additionally, RS on EEM-US is near 1...
437 Views
The Global Autos Break Down, Though Tesla on Full Charge
Auto exposures are in decline among Global active investors. Average holding weights are towards the lower end of the 9-year range, at 0.83%. A...
583 Views
Brakes-It: Automotive Coverage Worst-Case Scenario Implications
Autos have substantial exposure in no-deal Brexit, but valuations for select stocks look attractive.While we lack the credentials to forecast the...
951 Views
Aequitas: Seres Group A/H Lockup Expiry - US$500m Lockup Release, but All Are Underwater
Seres Group (9927 HK), a Chinese NEV manufacturer, raised around US$2.1bn in its H-share listing. The lockup on its cornerstone investors is set to...
264 Views