Taiwan Financials Short Levels
Taiwan financials have shown increased short interest as Brian Freitas outlines in the Taiwan Banks See Sharp Increase in Shorts . We wanted to...
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Taiwan Banks See Sharp Increase in Shorts
Total short notional in Taiwan stocks is TWD 255,521 mm (~US$8.51 bn) as of 17 April 2020.Over the week, the largest short positions were put on in...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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