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....
599 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....
685 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...
408 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...
415 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
474 Views