ENTITY
Taiwan High Speed Rail

Taiwan High Speed Rail (2633 TT)

18
Analysis
IndustrialsTaiwan
Taiwan High Speed Rail Corporation operates the high speed railway system (HSR) in Taiwan, running 345 KM from Taipei to Kaohsiung.
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12 Jan 2024 00:47

Taiwan High-Speed Rail (2633 TT): Better than a Government Bond

​Taiwan High Speed Rail's strong profits and cashflows from solid traffic growth are driving dividends, making it an attractive low-risk investment...

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28 Mar 2023 04:33

MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight

Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...

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bearishMSCI ACWI Index
04 Jan 2019 10:27

Global Equity Strategy: Bearish with the Exception of EM.

Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...

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20 Sep 2018 21:49

Global Equity Strategy: Opportunities in Japan and India

Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...

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26 Aug 2018 23:31

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...

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