Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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3799 HK Vs 151 HK
PREFERRED CASEShort term: Above 1.18 3799 HK expected to outperform 151 HK for last push towards 1.23.Should you have any questions and wish to...
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Meiji Holdings--Healthy Food Ops Have Heavy Drug Problems
Meiji Holdings will get slammed by government price cuts on pharmaceuticals in Japan from this April and then begin to see a massive decline in...
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Emerging Markets: Outlook and Recommendations
Today's report provides a synopsis of the technical state of emerging markets, along with actionable countries and a wide variety of bottom-up...
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EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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