Market Wrinkles Ahead of a US/China Deal Spike
Ftse China A50 Index (XIN9I INDEX) has been our top long bet in Asia from early January (10,800), outperforming both the HSCEI and HSI. Key chart...
382 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
675 Views
Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
523 Views
Retail Margin Loans Funded Refueling China’s A-Share Market
Yesterday in Beijing, China Securities News published an article highlighting President Xi’s calling for stock market to become a nation’s core...
381 Views
Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
575 Views