MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
425 Views
Panic Selling Achieved, Now Waiting for Panic Buying; Major Indexes At/Near Support
Now that we have seen indiscriminate panic selling, we are now looking for panic buying in order to have confidence that a major market bottom is...
402 Views
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
220 Views
Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
274 Views
India Internet & Consumer Weekly | Harley Davidson, Reliance, InBEV, Visa
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
289 Views