SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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IPO Radar: AWC (Part I), Possibly the Biggest IPO in 2019
Chareon's TCC Group is planning to launch the IPO of AWC or Asset World Corporation sometime later this year. Unless CDS (Central Department...
639 Views
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
542 Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
547 Views