Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
354 Views
464 Views
Asia Short Interest Weekly: Tencent, SMIC, Meituan, Galaxy, Kao, Sumitomo, Alteogen, Genius, Largan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
334 Views
The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
411 Views
Wipam IPO - Avoid
Wireless Power Amplifier Mod (332570 KS) ("Wipam") is getting ready to complete its IPO at the end of July. This company mainly produces wideband...
439 Views