Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
415 Views
Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
375 Views
Asia Short Interest: Kuaishou, BYD, Galaxy, Sharp, Resona, Toshiba, Celltrion, Naver, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
422 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
383 Views
Macau Gaming:Â Beaten up Sector Has Potential to Reverse
As sentiment begins to turn in Macau Gaming stocks, Global EM investors are positioned at their lowest levels in a decade.
522 Views