Nothing Spreads Like Fear - The Novel Coronavirus (2019-NCoV)
What is the Novel Coronavirus (2019-nCoV)The novel coronavirus (2019-nCoV) emerged in a seafood and poultry market in the Chinese city of Wuhan and...
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Long/Short Stock Set Ups in Asia
The following are some compelling short and long stock ideas for trades in Asia with entry, stop and target levels which are run through in the...
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Taiwan - Shorts Increase on UMC, Largan, TSMC, China Air; Cover on Novatek, Yageo, AUO
Total short notional in Taiwan stocks is TWD 240,943 mm (~US$7.99 bn) as of 7 February 2020. Over the week, the largest short positions were put...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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