MSCI ACWI, ACWI Ex-US, EAFE Testing Key Supports; Buy Ideas in Financials, Materials, Industrials
The MSCI ACWI (ACWI-US), ACWI ex-US (ACWX-US), and EAFE (EFA-US) are testing important intermediate-term support levels of $99, $54, and $76.50...
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CSI300 Index Rebalance Preview (Dec 2021): Pullback Provides Entry Point
With 90% of the review period complete, we see 26 changes to the CSI300 at the Dec rebal. One-way turnover is 9.3% and the one-way trade is US$3bn....
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
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CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium
As we head towards the middle of this decade the prospect of supply crunches for battery grade lithium and nickel looking increasingly likely and...
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