GEM Weekly (17 Feb 2023): Chinese Loan Growth, Indian Inflation; Alibaba, POSCO Chemical, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
476 Views
MS-South Korea Index Earning Revision (Jul): KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE
We analyzed MS-South Korea's consensus for Jul 2026 and highlighted changes of EPS in KAL, SK Hynix, LG Display, SK Innovation, SKSQUARE, Shinhan...
176 Views
Bear Market Rally in Progress as DXY, Global Sovereign 10-Yr Yields Fall; Buy Ideas Within Leaders
Bear Market Rally in Progress as $DXY, Global Sovereign 10-Year Yields Decline. Italy FTSE MIB with a bullish YTD downtrend reversal, Switzerland...
507 Views
Asia Ex-Japan Funds Rotate Out of South Korea
Active Asia Ex-Japan managers have rotated away from South Korean stocks in 2022, pushing allocations towards their lowest level in over a decade.
397 Views
Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
599 Views