Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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Global Semiconductors: Consolidation, but Active Funds Remain Well Invested
Allocations in Semiconductor stocks have seen tremendous growth over the past 3 years. Whilst ownership growth has slowed, exposure remains high.
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Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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TWSE Short Interest Weekly (Jul 3rd): Shin Kong Financial, Compeq Manufacturing, Hon Hai Precision
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Compeq Manufacturing, Hon...
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TWSE Short Interest Weekly (Jun 26th): Shin Kong Financial, King Yuan Electronics, Innolux
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial (2888 TT), King Yuan...
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