Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Covid-19/Economy/US-China/Beidou/Stocks
China News That Matters Getting back to normal, but… Slow recovery and backward moves Bills and insults as Europe squirms Ploughing on to rival...
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Global Equity Strategy: Stick With Technology
Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view...
370 Views
Magnit PJSC : Mind the Gap.
Ownership levels in Magnit are depressed. Today's average weights and funds held % are at multi-year lows. Recent sentiment looks positive when...
302 Views
SH/SZ Connect Flow Weekly: Ping An, Moutai, CATL, China Intl Travel Svc, SAIC, East Money
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
252 Views