bearish•Meituan•01 Jan 2023 05:56
Index Rebalance & ETF Flow Recap: Meituan, S&P/ASX All Tech, 2022 ETF Flows
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A changes). We also highlight large...
bearish•Cross Asset Strategy•08 Nov 2018 16:55
Geopolitical Comment: What US Election Results Mean for Emerging Markets
The Democrats’ success in the elections for the Lower House may have implications for a number of emerging market economies. We view it as...
bearish•Thematic (Sector/Industry)•26 Sep 2018 16:38
Gloves Come Off In Response to Trump Administration's Policies
In Gloves Come Off in Fight for Global Energy Markets. It Is a Dangerous Game we explored how the energy policy conducted by the new US...
bullish•Thematic (Sector/Industry)•20 Sep 2018 15:17
Reform Makes Ukraine Unlikely Bright Spot in EM
Ukraine is a rare example of an EM economy that has managed to attract portfolio inflows amidst the recent sell-off thanks to its commitment to...
bearish•Thematic (Sector/Industry)•07 Sep 2018 15:29