EM Strategy and Chartbook: Remain Overweight EM Vs. EAFE
China (MSCI China, Shanghai Comp., Shenzhen A Share) continues to offer many attractive setups and is a major focus in today’s EM Strategy report....
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Battleground Spot For Global Equities
The risk of a pullback remains very real, however at this point the weight of the evidence suggests a meaningful pullback is not imminent. We recap...
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Shorts Diverge: Yageo, Compeq Higher; UMC, Tatung Lower
Total short notional in Taiwan stocks is TWD 261,205 mm (~US$8.68 bn) as of 24 April 2020.Over the week, the largest short positions were put on in...
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Taiwan Banks See Sharp Increase in Shorts
Total short notional in Taiwan stocks is TWD 255,521 mm (~US$8.51 bn) as of 17 April 2020.Over the week, the largest short positions were put on in...
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Semiconductors Long/Short: Mediatek/UMC
Total short notional in Taiwan stocks is TWD 234,048 mm (~US$7.74 bn) as of 3 April 2020.Over the week, the largest short positions were put on in...
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