EM Strategy: MSCI EM Financials & Energy Improving-Overweight; Overweights: Taiwan, India, Mexico
MSCI EM Financials & Energy Improving -- Upgrading to Overweight; MSCI EM Technology remains an Overweight. Top Country Overweights: Taiwan, India,...
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TWSE Short Interest Weekly (Dec 2nd): Walsin Lihwa, Gold Circuit, Lotus
We analyzed TWSE short interest report for the past week and highlight short interest changes in Walsin Lihwa, Gold Circuit, Lotus.
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Taiwan Banks See Sharp Increase in Shorts
Total short notional in Taiwan stocks is TWD 255,521 mm (~US$8.51 bn) as of 17 April 2020.Over the week, the largest short positions were put on in...
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Taichung Commercial Bank: Run Your Winners
At Q319,Taichung Commercial Bank (2812 TT)reported a PH Score™ of 8.2 revealing benign trends in Profitability (partly), in Efficiency, in...
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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...
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