EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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Last Week in Event SPACE - Kakao, Mirae, Minato, OOIL, Hitachi Kokusai
Last week, a possible ban on cryptocurrency trading further skews the Kakao Corp (035720 KS) GDR arb; the mechanics of Mirae Asset Daewoo...
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StubWorld - Set-Up & Unwind Extremes: Sino-American, Wheelock, Intouch
This week I briefly look at: Sino American Silicon Products (5483 TT)'s inexpensive entry point into Globalwafers Co Ltd (6488 TT); Wharf Holdings...
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EM Leadership Screen & Chart Book: Technically Attractive EM Stocks
This report highlights actionable EM stocks from across industries and regions. This week's report highlights the following: Latin America is...
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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