EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
405 Views
Kingsoft Cloud (金山云) Pre-IPO: The Leading Cloud Provider in China
Kingsoft Cloud is a subsidiary of Hong Kong-listed Kingsoft (3888 HK), that is aiming to raise up to USD 500 million via a listing in the US. In...
845 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
446 Views
GDS Placement - Momentum Is Still Strong but Don't Expect the Same Kind of Returns
Shareholder(s) of Gds Holdings (Adr) (GDS US) is looking to sell 7.9m ADS. We have previously looked at the company's IPO and placement in: GDS...
598 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
857 Views