China A-Share Boom. Overtakes Russia in GEM Portfolios. Health/Tech/Industrials Lead.
China A-Share allocations have hit new highs every month so far this year, overtaking Russia as the 6th largest 'country' holding. Sector...
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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....
640 Views
CSI 100 Index Earning Revision (May): CHINA STATE CONSTRUCTION ENGINEERING, TONGWEI, SERES, CSSC
We analyzed CSI 100's consensus for May 2026 and highlighted changes of EPS in CHINA STATE CONSTRUCTION ENGINEERING (601668 CH), CHONGQING ZHIFEI...
95 Views
Global Ex-U.S. Equity Strategy:Â Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
795 Views
CSI 100 Index Earning Revision (Apr): TONGWEI, GIGADEVICE SEMICONDUCTOR, Moutai
We analyzed CSI 100's consensus for Apr 2026 and highlighted changes of EPS in TONGWEI (600438 CH), GIGADEVICE SEMICONDUCTOR (603986 CH), Moutai...
221 Views