US Dollar Weakness Remains A Tailwind For EM
China accounts for the vast majority of today’s recommendations. Taiwan (TAIEX) continues to be worthy of an overweight within EM, while Brazil...
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Itausa (ITSA4 BZ) - Take Profits on Narrowing NAV Discount
Itausa-Investimentos Itau-Pr (ITSA4 BZ)'s NAV discount has narrowed since our initiation in January 2019 from 24% to 18% currently, outperforming...
471 Views
Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
359 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts: Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
468 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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