EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Breakout Equity Patterns in Asia and US
Compelling bullish patterns are itching for a bull breakout in Taiwan, Korea and Australia. CSI 300 flat breakout would make H shares a compelling...
233 Views
Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
359 Views
Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
424 Views
China's Export Disruption Is Causing Re-Shoring of Exports to TW, VN, PH, ID
China's industrial output declined 13.5% YoY in January-February 2020, retail sales declined by 20.5% YoY, and fixed asset investment (FAI)...
354 Views