EEM Support Breach with Mounting Macro Bear Pressure
iShares MSCI Emerging Markets (EEM US) exhibits a more bearish structure now that wedge support at 43 has been broken with uptick resistance at...
275 Views
Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
322 Views
Trade Armistice Is a Green Flag to Risk Assets; Trump Wins, China Loses
Since the US will keep tariffs unchanged on half its imports from China (similar to tariffs that prevailed in Sept-Nov 2019, when US imports from...
383 Views
Ashmore Group - Emerging Market Flows Remain Robust
Strong Emerging Market Performance:Ashmore Group (Ashmore) [ASHM.LN] has delivered another strong quarter of net inflows while the outlook for...
262 Views
Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
447 Views