Global ETF Synopsis: Downgrading U.S. Financials & Consumer Discretionary
Equal-weight cyclicals (RCD) vs. staples (RHS) ratio is at support and is vulnerable to a breakdown. We also provide updates and reiterate our...
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Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
539 Views
Global ETF Synopsis: Highlighting Technical Trends Across the ETF Universe
We provide a comprehensive technical appraisal of the ETF universe, across markets, industry sectors and asset classes. We also highlight the most...
426 Views
Japan Outlook - Every Reason To Overweight
We are overweight Japanese equities but the stock market’s performance so far this year has been disappointing in our view. The Nikkei 225, up 0.4%...
565 Views
Asia Trade & Growth - Separating Facts From Noise
News headlines have been dominated by the escalating trade war, concerns that Chinese growth is slowing and that the best is behind for the global...
438 Views