The Bull Case for 2019: If Household Spending Stands Out (And Funding Finally Flows In)
There is a certain scenario in which the Indonesian market in 2019 could outperform on relative basis. If global growth slows while the resilient...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
930 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...
1.3k Views
Different Strokes: India Versus Indonesia
This week, as both India and Indonesia celebrate their independence day, we are stuck by how similar drivers in these economies are and despite the...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
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