Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Shanghai/Shenzhen Connect - $8.4 Bn Inflows in February (Kweichow Moutai, Aier Eye, Luxshare)
In our Discover SZ/SH Connect series, we aim to help our investors understand the flow of northbound trades via the Shanghai Connect and Shenzhen...
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IPhone "Super Cycle":Â Daunting Retail Price, Limited Initial Supply & Pushing for Hi-End Model Sales
In less than one month, three new iPhone models will be launched: iPhone 8 (with the OLED screen), iPhone 7s Plus and iPhone 7. Our latest checks...
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Build-Your-Dream on Government's Life Support
Our deep dive into BYD Co Ltd (H) (1211 HK)'s electric vehicle business model last year led us to the conclusion that as soon as the governments’...
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Names that Brokeout on Volume Yesterday in Asia....
We screened for names that brokeout on strong volume yesterday. We define a breakout when a stock hits its 30-day high and has not hit a 30-day...
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