GEMWeekly (2 Feb 2024): China, India, South Korea, Philippines Macro; Baidu, Samsung, Tencent, PayTM
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
502 Views
MSCI ACWI, MSCI EM Still Above Supports; Buys in Global Value - Financials and Communications
MSCI $ACWI, MSCI EM $EEM Still Above Supports at $90.50-$91.50 and $37, though being tested today. Meanwhile, broken indexes (EURO $STOXX 50,...
630 Views
MSCI EM Index Approaching 10.5-Month Support; Remain Overweight India; Many EM Buys
$EEM is again approaching major 10.5-month support at $37-$37.50, which has been our important line-in-the-sand throughout 2023. As long as $EEM is...
480 Views
Mynt (GCash) Pre-IPO: Early Thoughts
Mynt has filed for a PSE Main Board listing. We look at its business, industry, financials, peer valuation and shareholders, and whether the deal...
154 Views
Remain Overweight Japan and India; Key Supports Holding; Buys in Energy, Tech/Services (India)
We remain bullish on global equities as long as major $93 support on $ACWI continues to hold (1+ year base support and the 10.5-month uptrend)....
734 Views