Add To Global Technology and Consumer Discretionary
Relative strength (RS) for MSCI ACWI Technology is breaking out to new highs while RS on the ACWI Discretionary Sector is on the cusp of a...
439 Views
JD.com (JD): 3Q21, Strong Growth and Significant Upside
JD’s revenue grew strongly in 3Q21. We believe JD can break even in 2021 and 2022. We believe the stock has an upside more than 50%.
385 Views
Cloud Village (NetEase Music) Pre-IPO - Revised PHIP Updates, Along with Revised Valuation
Cloud Village Inc. (CVI), also known as NetEase Music, now plans to raise around US$500m in its Hong Kong IPO. In this note, we talk about the...
320 Views
Bullish Outlook Intact; Mining For Gold
Our outlook is now bullish as we saw the breakouts we needed in the Russell 2000 (IWM) and Industrials (XLI). We continue to believe we have...
314 Views
Global Emerging Markets Weekly: 12 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
329 Views