EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
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Global Equities: Lower Highs Forming
While the major averages are stalling below major resistance and their direction is unclear, there are many individual stocks that continue to act...
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Global Equity Rally Losing Upside Momentum
The global rally appears to be losing steam as the bearish rising wedge patterns we highlighted last week in the MSCI ACWI, ACWI ex-US, EM, and...
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Shanghai/​​​Shenzhen Connect Flows: New High of Holdings by Offshore Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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