GEM Weekly (1 Apr 2022): Chinese Macro Activity; Petrobras, Sea, Kuaishou, HCL Tech, Baidu
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Value Remains Leadership; Actionable Ideas: Energy, Financials, Industrials, and Materials
We are sticking with Sectors and stocks that have remained technically sound throughout this correction, not on areas that are just now spiking...
314 Views
Screening for GEMs: March 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
286 Views
False Breakdowns on Global MSCI Indexes as the US Dollar Weakens; Ideas Within Energy & Financials
Global sovereign bond yields remain on an upward trajectory, with 10-year yields hitting multi-year highs this week in many countries; we expect...
268 Views
Screening for GEMs: February 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
331 Views