Echoes of 2008? Cyclicals Vs Defensives. Most Favoured Sectors Among EM Active Funds.
In this analysis, we highlight the activity of Active managers around the period of the GFC between 2008 and 2009. We find that managers...
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Tencent-Backed Yuanfudao Raises New Funds at a Valuation Close to US$7.5bn
It was reported by several news media outlets that Tencent-backed online education platform in China, Yuanfudao is close to completing a new round...
320 Views
Dollar Surge Further Aggravates Equity Markets
Support levels have meant little more than talking points as indexes are slicing through them like butter. The truth remains that no one knows how...
441 Views
ACWI Below Our Line In The Sand: Further Weakness Expected
With the MSCI ACWI (ACWI-US) breaking below our $70 “line in the sand” support level we highlighted last week, we believe additional downside is...
392 Views
S&P 500: Long-Term Oversold
Major indexes broke below the key support levels we were watching on the Nasdaq Composite (8,264), S&P 500 (2,855), DJI (24,681) and Russell...
341 Views