MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
540 Views
EM Consumer Discretionary: Turbulent Times for Alibaba
We look in to the recent collapse of Consumer Discretionary allocations among active GEM managers, and find that Alibaba is the driving force...
464 Views
The Stocks to Own in Asia – Vol. 30
We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asia markets...
638 Views
Last Week on China Internet (21Oct19): Baidu Saves Paper Cup, Tencent Signed up China's Largest Bank
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
575 Views
TWSE Short Interest Weekly (Jun 5th): Shin Kong Financial, TSMC, Compal Electronics, Fubon Financial
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, TSMC, Compal Electronics,...
133 Views