MSCI ACWI Breaking To New Highs; Buying Financials, Consumer Discretionary, Industrials, Materials
Global sovereign yields have moved lower in recent weeks. We expect rates to find support near current levels, and recommend adding exposure to...
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Global Emerging Markets: Unloved Stocks
Many stocks in the benchmark MSCI Emerging Markets index are largely avoided by active investors. To screen for unloved stocks, we filter our...
349 Views
Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
395 Views
Taiwan Short Interest - Long Realtek (2379), Short Macronix (2337)
Total short notional in Taiwan stocks is TWD 261,449 mm (~US$8.45 bn) as of 4 October.Over the fortnight, the largest short positions were put on...
382 Views
Taiwan Short Interest - Largan and Innolux Diverge
Total short notional in Taiwan stocks is TWD 266,567 mm (~US$8.62 bn) as of yesterday's close.Over the fortnight, the largest short positions were...
448 Views