Global ETF Synopsis: Downgrading U.S. Financials & Consumer Discretionary
Equal-weight cyclicals (RCD) vs. staples (RHS) ratio is at support and is vulnerable to a breakdown. We also provide updates and reiterate our...
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Japan Equities - Time To Shine
We are overweight Japanese equities and expect the stock market to outperform from here as investors hedge against regional peers more dependent on...
575 Views
Global ETF Synopsis: Highlighting Technical Trends Across the ETF Universe
We provide a comprehensive technical appraisal of the ETF universe, across markets, industry sectors and asset classes. We also highlight the most...
508 Views
Japan Outlook - Every Reason To Overweight
We are overweight Japanese equities but the stock market’s performance so far this year has been disappointing in our view. The Nikkei 225, up 0.4%...
612 Views
Japan- China Relations - At Pivot Point?
Japan-China trade relations – Reaching a pivoting pointMr Trump’s trade war on the rest of the world is uniting friends and foes. This week Japan...
599 Views