Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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Taiwan - Shorts Spike in ITEQ, Tong Hsing, Catcher, Asia Vital
Total short notional in Taiwan stocks is TWD 255,705 mm (~US$8.51 bn) as of 3 January 2020.Over the week, the largest short positions were put on...
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Taiwan - 2019 Short Interest Recap
Using the TWSE short data report released daily, we take a look at the short interest on Taiwan listed names for the year. For stocks with short...
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Global Equities Headed Up and to the Right: Technology, Health Care Leading
Our weight of the evidence approach leads us to believe the market remains in the early stages of a broad-based advance, meaning a buy-the-dip...
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Monthly Wrap Up: Six New Alpha Ideas Introduced
In this monthly wrap up, we highlight on the research published during the month, which include six new alpha ideas. We also discuss notes...
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