Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
423 Views
Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
381 Views
Alibaba (BABA): SEC Chair’s Warning Against Chinese Equities
Trump-nominated SEC Chairman appeal to investors for not investing in Chinese equities. We believe his claim is political but not financial. We...
568 Views
SH/SZ Connect Flow Weekly: Sany Heavy, HikVision, Haitian Flavoring, CATL
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
363 Views
Shanghai/​​​Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
396 Views