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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Long Pharmaron/Short Wuxi: Take Profit Now, A-Share Pullback the Key Risk
Pharmaron, the second-largest contract research organization (CRO) in China, was listed in Hong Kong on November 28th. The deal was anchored by a...
448 Views
China A-Shares: From Overweight to Underowned. A GEM Fund Positioning Analysis
Growth in China A-Share ownership has been one of the defining themes of the last 5-years among global EM active managers. From early 2014 to...
551 Views
Pharmaron Beijing IPO: H-Share Valuation Enticing
Pharmaron Beijing Co Ltd-H (3759 HK) is a global contract research organisation (CRO) and is one of the top three drug discovery service providers...
586 Views
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
398 Views