EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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2020 Semiconductor Revenues Up 6.5%
How did the semiconductor market size up in 2020? This Insight shows that, despite COVID, the market enjoyed above-average growth, and appears...
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Global Emerging Markets Weekly: 5 February 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
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Asia Short Interest: Sinopec, Kingdee, Anta, Recruit, Capcom, Sharp, Celltrion, Samsung, Delta, TSMC
The Short Interest report looks at large weekly movements across HK, Japan, Korea and Taiwan. Ping An saw a huge increase in shorts while TSMC saw...
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