Electronic Component Stocks Long/Short
Total short notional in Taiwan stocks is TWD 234,828 mm (~US$7.78 bn) as of 27 March 2020.Over the week, the largest short positions were put on in...
353 Views
Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
301 Views
Semiconductor and Technology Hardware in the Shorts Crosshairs
Total short notional in Taiwan stocks is TWD 224,200 mm (~US$7.41 bn) as of 20 March 2020.Over the week, the largest short positions were put on in...
343 Views
S&P 500 Technical Appraisal and Support Levels
S&P 500 Potential Support Levels. Current logical support levels we are monitoring include the December 2018 low of 2,346 and prior resistance...
413 Views
TSMC Under Pressure to Build a Plant in the US; but Not Likely to Happen Anytime Soon
A protracted trade war aimed at China and the outbreak of the COVID-19 pandemic have caused many companies to move their production facilities...
362 Views