ASIA CYBERSECURITY PLAYS: How to Make Money Before the Apocalypse !!
Asia's cybersecurity companies will benefit from escalating AI fear-mongering and actual security breaches. US cybersecurity firms have rallied...
108 Views
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
576 Views
Major Top on U.S. Dollar; Overweight Non-U.S. And Europe/UK; Buys in Tech, Comm., Discretionary
The $DXY broke below 5-year support at $103, signaling a major top in place. This is bullish for risk assets, and is another sign suggesting the...
744 Views
STAR50 Index Earning Revision (Sep): LOONGSON TECHNOLOGY, TRINA SOLAR, Xinjiang Daqo
We analyzed STAR50's consensus for Sep 2025 and highlighted changes of EPS in LOONGSON TECHNOLOGY (688047 CH), TRINA SOLAR (688599 CH), Xinjiang...
575 Views
STAR50/STAR100 Index Rebalance: Changes & Capping Lead to US$3.3bn Trade
The STAR50 and STAR100 indices rebalance at the close today. The add is up, the delete is down, and the big capping name sold off hard before...
1.3k Views