In today’s briefing:
- India Finally Showing Signs of Life; Remain Overweight Taiwan, China, Korea, and the U.S.
India Finally Showing Signs of Life; Remain Overweight Taiwan, China, Korea, and the U.S.
- We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass), with Int’l Compass reports all echoing this sentiment.
- In our prior Int’l Compass (Oct. 16) we discussed how the pullback was testing the uptrend, and we were buyers; this worked out well with indexes back at all-time highs.
- Taiwan, China, Korea, and the U.S. remain our only overweights, but India is becoming more attractive as well — add selective exposure. Many buy ideas highlighted in these countries.
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