ACWI Below Our Line In The Sand: Further Weakness Expected
With the MSCI ACWI (ACWI-US) breaking below our $70 “line in the sand” support level we highlighted last week, we believe additional downside is...
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Global Equity Strategy: Bearish-Leaning Developments Continue; Europe/UK Holding Above Support.
We remain cautious as the number of bearish-leaning developments continue to pile up. As a result we continue to believe global equities are...
383 Views
Shanghai/Shenzhen Connect Ideas: Healthcare Inflows Offset by Financials (2019-06-28)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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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
Sector Capsule: Bottled Water in China
Headlines In 2016, off-trade sales of bottled water increase by 8% in volume terms and 11% in current value terms, to reach 42.1 billion litres...
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