Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
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Dollar Surge Further Aggravates Equity Markets
Support levels have meant little more than talking points as indexes are slicing through them like butter. The truth remains that no one knows how...
446 Views
EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
310 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
417 Views
Shanghai/Shenzhen Connect Ideas: Moutai/Wuliangye, Wens, Lingyi ITech (2019-09-27)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
518 Views