Taiwan Apple Ecosystem Monitor: Quanta and Pegatron Shares Lagging Apple Decline?
Apple shares have fallen most recently, nearing 52-week lows as analysts have been cutting share targets on China production uncertainty.
690 Views
U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
502 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
523 Views
Taiwan - Shorts Like These Stocks
Total short notional in Taiwan stocks is TWD 258,516 mm (~US$8.46 bn) as of 22 November. Over the week, the largest short positions were put on...
471 Views
Taiwan Shorts - October Recap
Total short notional in Taiwan stocks is TWD 258,166 mm (~US$8.48 bn) as of 1 November.Over the week, the largest short positions were put on in...
380 Views