Global Equity Strategy: Major Indexes at Logical Support
We believe the S&P 500, STOXX Europe 600, MSCI ACWI ex-U.S., EAFE, and MSCI China are pulling back to support at their prior breakout levels --...
718 Views
Global Equity Strategy: Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We...
677 Views
Smartkarma’s Week that Was in JP/KR: Nissan/Renault, Panasonic, Hanon and Nexen
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of January 21st:
529 Views
Japan: Most Overbought and Oversold - Relative Price Score Update - Sectors & Peer Groups
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
746 Views
Hunting for Net-Nets in Singapore
A collapse in our Singapore small-cap index, which was up almost 15% YTD in Mar and has subsequently fallen more than 17%, has prompted us to look...
756 Views