Taiwan Banks: Trading Thoughts on Four Names
Taiwan seems to periodically awaken to consolidation noise and initiatives. The Banking Sector is recognised by all and sundry as ripe for...
625 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
429 Views
Global Banks: Any Takers for the Unloved?
We are on the hunt for banking assets with poor technical momentum, strong fundamental trends, and cheap valuations.We drill into detail to find...
434 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
462 Views