Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
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Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
118 Views
Emerging Markets Strategy: 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...
308 Views
EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
317 Views