U.S. Dollar Breakdown: Bullish For Ex-U.S. Equities
Global indexes including the MSCI ACWI and ACWI ex-US are following in the MSCI EM index’s footsteps by breaking to new highs. This is bullish and...
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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....
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Global Equity Strategy: Short-Term Bullish Trends Clash With Longer-Term Resistance
For now we view the recent pullback as a countertrend move that helped correct the extended and overbought conditions we noted over the past two...
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Burning Rock Biotech IPO Initiation: Burning Ambitions
Burning Rock Biotech (BNR US) is a precision oncology and early cancer detection company. It is China’s number one NGS-based cancer therapy...
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China Health Care - Allocation Boom: Wuxi Biologics/Jinyu Bio-Tech/Hangzhou Tigermed Top Picks
With increased focus on the Health Care sector in light of the COVID-19 pandemic, Health Care allocations reached record levels last month. We...
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