Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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Taiwan Revenue Signals -- Memory Growth Stalls While AI Servers Remain Robust
Memory prices stalled, PC pull-forward unwinding early, AI server demand remains strong but not boosting all sectors. We analyze the Taiwan AI...
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TIP Customized Taiwan Select High Dividend Index Rebalance: US$13.6bn Trade over the Next Week
There are 18 adds and 18 deletes for the index. Estimated one-way turnover is 40.6% resulting in a round-trip trade of US$13.6bn. Adds are...
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Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
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The Week that Was in ASEAN@ Smartkarma - Asian Manufacturing, Thai Media, and Beauty
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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