EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
537 Views
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
586 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
671 Views
Capital Flows Return To Asia and India
Latest January 'flash' data show cross-border capital returning to Asia Asian EM and India favoured Reinforces similar evidence in December and...
392 Views
MCX: The Pieces of the Puzzle Have Fallen in Place, BUY for 32% Upside
Multi Commodity Exch India (MCX IN) is the leading commodity futures exchange in India with ~90% market share. It enjoys ~100% market share in...
406 Views