Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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Last Week in Event SPACE: Toshiba, Softbank, Cardinal Resources, Sembcorp, Intouch, SingTel, 58.Com
Last Week in Event SPACE ... Plus, other events, CCASS movements and Mood Spins. (This insight covers specific insights & comments...
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Last Week In Event SPACE: FamilyMart, Sina, Line Corp, Metlifecare, Accordia Golf, Jingjeng, O-Net
Last Week in Event SPACE ... Interestingly, the impact of FamilyMart Co Ltd (8028 JP)'s shareholder dynamic on price may not be what "smart"...
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Asia Short Interest Weekly - Consumer Discretionary Shorts Increase in HK & Japan
The Asia Short Interest weekly that looks at moves in market wide short interest and highlights moves in stock specific short interest across Hong...
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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....
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