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:Â Korea Relative Strength Continues, Exports Lift Sentiment & Housing Still Robust
Last month our leading indicators saw relative strength in Korea
437 Views
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...
492 Views