Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
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Taichung Commercial Bank: Further To Go
Following on from Taiwan Banks: Trading Thoughts on Four Names, we add Hua Nan Financial Holdings Co Ltd. (2880 TT) to our analysis. We conduct a...
681 Views
EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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