Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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Taiwan Banks: Not the Bargain They once Were
Given their stellar outperformance this year, we are now more cautious on Taiwan's banks.The sector is, one must not forget, still weighed down by...
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Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
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Taiwan Short Interest - Further Increase in Shorts
Total short notional in Taiwan stocks is TWD 269,991 mm (~US$8.66 bn) as of yesterday's close and has increased by TWD 10.28bn (~US$330mm) for the...
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Taiwan Short Interest - August in Review
Total short notional in Taiwan stocks is TWD 259,723 mm (~US$8.3 bn) as of yesterday's close and has increased steadily through the month.Over the...
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