Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
382 Views
Japan: Most Overbought and Oversold - Relative Price Score Update - Companies
RELATIVE PRICE SCORE - The Relative Price Score (RPS) measures stock price performance relative to TOPIX and is calculated by comparing the current...
608 Views
Japan: Capital Raising - Who's Next?
CAPITAL RAISING - WHOS NEXT? - A number of large capital increases have been announced by large and mid capitalisation Japanese companies in the...
595 Views
Japan: Seasonality - "Sell in July and Say Goodbye...Please Come Back on Culture Day"
IN ONE SENTENCE - If you wish to read no further, this insight can be summarised as - 1st Half > 2nd Half + 1st Quarter > 2nd Quarter >...
820 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
582 Views