JPX-Nikkei 400 Rebalance 2021: Pre-Event Basket Adjustments for May-End
We look at the JPX Nikkei 400 Pre-event Rebalance Trade on a monthly basis, checking what is the most likely portfolio as we approach the base date...
265 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
288 Views
Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
451 Views
CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
502 Views
CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) (63% shareholder), is the largest...
607 Views