Global Equity Strategy: Constructive Pullback; Overweight Value
As long as the MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EM (EEM-US) indexes are above their respective intermediate-term support levels we...
221 Views
Asia Short Interest: Kuaishou, BYD, Galaxy, Sharp, Resona, Toshiba, Celltrion, Naver, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
333 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
234 Views
Macau Gaming: Beaten up Sector Has Potential to Reverse
As sentiment begins to turn in Macau Gaming stocks, Global EM investors are positioned at their lowest levels in a decade.
458 Views
Macau Gaming: Our Highest Conviction Idea: Speedier Arrival of Effective Vaccine Moves These Stocks
Investors do not yet see impact of latest bullish news on vaccine earlier and more effective immunization levels on player confidence to return to...
398 Views