MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
562 Views
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
487 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (13 Jul 2026)
​Discover 14 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.
159 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (6 Jul 2026)
​Discover 13 pair trade opportunities across six markets and eight sectors using statistical mean-reversion methodology for actionable insights.
145 Views
NPS Is Selling Big in Korea - Why?
NPS has been selling big in Korea in recent weeks. It was reported that NPS and other local pension funds sold nearly 6.5 trillion won of Korean...
659 Views