Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Nothing Spreads Like Fear - The Novel Coronavirus (2019-NCoV)
What is the Novel Coronavirus (2019-nCoV)The novel coronavirus (2019-nCoV) emerged in a seafood and poultry market in the Chinese city of Wuhan and...
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TWSE Foreign Holding Weekly (Jun 12th): TSMC, MediaTek, Yageo, Quanta Computer, Delta Electronics
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, MediaTek, Yageo, Quanta Computer, Delta...
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TWSE Short Interest Weekly (Jun 12th): Shin Kong Financial, Yang Ming Marine, UMC, TSMC
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Yang Ming Marine, UMC,...
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