The Pain and the Gain in Equities and FX
New year celebrations are over and there are bumps along the road for Equity and USD trends - beware we are going over one now.
581 Views
Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
423 Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
480 Views
SK Hynix (000660 KS): Leveraged ETF AUM Triples as Flows Move Into Focus
AUM in KRX-listed 2x daily leveraged ETFs on SK hynix has more than tripled since launch, driven mainly by net inflows as ETF flows become more...
177 Views
TMI Indicators: Korea Relative Strength Continues, Exports Lift Sentiment & Housing Still Robust
Last month our leading indicators saw relative strength in Korea
437 Views