Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
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Ant Group IPO First Look: Swarming to Market
Ant Financial (1051260D CH)/Ant Group is a technology company that provides digital payment services and digital financial services to consumers...
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Wirecard AG (WDI AG): There Are No Reasons to Hold the Stock...
In a series of notes (e.g. Wirecard AG (WDI GR): More Analysis of the Source of Current Saga Shows WDI Is Telling the Truth and Wirecard AG (WDI...
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Wirecard AG (WDI GR): More Analysis of the Source of Current Saga Shows WDI Is Telling the Truth
The current Wirecard AG (WDI GR) saga will end this week. It started in 2019 when the Financial Times ("FT") published persuasive evidence...
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