China A50 Deterioration a Risk for Asia
A50 is starting to show rally momentum problems as we near our macro target at 17,684 (17,500) where risk to reward turns less favorable/bearish at...
257 Views
Could China Boom Again In 2021?
China's economy is set to accelerate into 2021 fueled by a rebound in shadow bank lending and spurred by CCP support for enterprise. Against this...
429 Views
Chinese Easing Drives Next Phase of Liquidity-Driven Boom. Could EM Soar?
PBoC is easing through the ‘backdoor’ while keeping its balance sheet flat Directed lending programs are fueling a step-up in credit growth 20%...
549 Views
Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
400 Views
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....
306 Views