A Visionary Prince, a Currency Peg, and the Price of Oil
Devaluing the riyal would lower Saudi Arabia’s fiscal breakeven oil price, allowing the Saudis to pump more at lower prices. But the political...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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Int'l Equity Strategy: Buy Energy, Global Autos
Sector trends are telling a bullish narrative. Cyclical sectors continue to lead, with tech at the helm, and defensive segments still exhibit...
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21 Things Worth Knowing Today (Issue 2)
1. Catalonia's parliament voted for full independence - with the Spanish government about to apply Constitutional rule 155 and take over...
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Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
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