Emerging Market Positioning: Macro Overview
Copley Fund Research analyse the holdings of long only Mutual Funds. In this analysis, we focus on Global Emerging Market Funds. Our GEM fund...
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EEM Top as USD Finds Oversold Rally Support
Dollar Index (DXY CURNCY) is moving into over sold levels near 94 support and setting up for a rally that will add pressure to Asian indexes at cap...
241 Views
JD.Com. Exposure Hits New Highs, but EM Allocations Not Fully Deployed.
Ownership levels in JD.com have increased aggressively among active EM managers over the past 6-months. Investor sentiment is among the most...
339 Views
SPX Short to Long Reverse July Target
S&P 500 (SPX INDEX) fourth failure at 3,120-40 did initiate our game plan to reduce longs and raise short bets in the US, Europe and Asia. Call...
258 Views
Smartkarma Webinar | Markets Technical Outlook - Bumpy or Bearish?
In this Smartkarma Webinar, Thomas Schroeder will provide his technical outlook for markets. After the recent melt-up, markets are up against...
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