China Macro: Exports Disappoint, but It's Still Early in the Game
May export data were considerably weaker than expected, but in our view, it's still much too early to call an inflection point.
684 Views
Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
599 Views
China A-Share Strategy: Pro-Growth Policies to Boost Tech-Focused Equity Market (SZCOMP Index)
We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and...
463 Views
Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
519 Views
Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
528 Views