Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
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Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
383 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...
387 Views
WuXi Biologics – The Foxconn or Qualcomm of Global CDMO?
During the first week of 2019, we visited Wuxi Biologics (Cayman) Inc (2269 HK) headquarters in Shanghai, as well as spend time touring the lab....
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