Remain Overweight Japan, Europe, & India; Buys in Discretionary and Defensives W/ Japan/Europe Focus
We continue to recommend a tactical overweight to defensives as $ACWI tests the top-end of our anticipated 2023 trading range at $93. Remain...
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Stay Tactically Overweight Defensives; Remain Overweight Europe, Japan, & EAFE. Buys in Defensives
$93 on $ACWI continues to be a key resistance that we have discussed since early-Jan as capping upside for 2023. Stick with defensives $IXJ $XLV...
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Oneness Biotech (4743 TT): Worth of Attention Ahead of Upcoming Key Milestones
The company’s flagship drug Fespixon has $14 billion global market opportunity, while other late-stage pipeline entail visibility in the long-term....
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Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
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AK Medical: Take It If The Answers Are Good
AK Medical Holdings (1789 HK) is a new listing with a proposed price range of HKD1.66 -2.00. The company is China's leading (in volume) orthopedic...
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