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...
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TMI Indicators:Â Korea Relative Strength Continues, Exports Lift Sentiment & Housing Still Robust
Last month our leading indicators saw relative strength in Korea
416 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...
423 Views
The Great Migration from Real Estate to Equities in the Cheapest Most Expensive Stock Market
South Korean President Moon Jae-in says it’s a “common global phenomenon” for the government to actively intervene in housing market issues by...
434 Views
KOSPI200 Index Review - A Few Surprises
The KRX announced the list of inclusions and exclusions to the Korea Stock Exchange Kospi 200 Index (KOSPI2 INDEX) today. The rebalance is...
632 Views