Examining the Bear Case for China
​Chinese authorities shift strategy , and while sentiment and valuations support the rally, in short-term there are overbought conditions and a...
428 Views
China ETF Inflows & Implications: YTD Inflows Near US$100bn
Nearly US$100bn has flowed into mainland China ETFs year to date. Over 70% of that has gone into ETFs tracking the CSI300 index and 18% going into...
711 Views
JD.com (9618 HK): Index Implications of Walmart Placement
Walmart is looking to sell its entire stake in JD.com. The ADR is lower in the aftermarket and the HK-line is down 10.8%. Passive trackers will buy...
820 Views
Time to Buy Japan?
​Nikkei oversold on all timeframes, KWEB shows bullish signal, MELI favored over AMZN in ratio chart. Technical shift noted.
432 Views
Time To Look Abroad?
​US markets are bearish due to CPI data, prompting investors to consider shifting focus to China and emerging markets for potential relative...
547 Views