Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
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Remain Overweight and Add Exposure to Japan; Buys in Insurance, Services, Tech, Staples, Utilities
Remain Overweight and Add Exposure to #Japan; $TOPIX continues to hold above 5-month support at 2200-2215. Next down supports being tested at 4000...
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EM Semiconductors: Positioning Deep Dive
The momentum in Semiconductor positioning witnessed between 2019 and 2021 has stalled. In this report we identifying the funds and the companies...
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Semiconductor Events Deserving Your Attention @9/9/23
August revenue numbers for TSMC, ASPEED, MediaTek and Nanya all showing MoM increases but YoY comp are still terrible for most. Semi sales for July...
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GEMWeekly (8 Sep 2023): EM Asia Inflation, China Macro; Alibaba, Tencent, TSMC, MediaTek, SK Hynix
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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