Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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Taiwan Shorts - Banks and Semiconductors
Total short notional in Taiwan stocks is TWD 267,003 mm (~US$8.72 bn) as of 11 October.Over the week, the largest short positions were put on in...
385 Views
TSMC - Chip Away at the ADR Premium
The premium on the Taiwan Semiconductor Sp Adr (TSM US) ADR is nearing its highs over the last two years on higher than average volumes. The traded...
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Global Equity Strategy: Prevailing Trends Persist
After failing to break above resistance, global equities (MSCI ACWI) have had a rough start to the third quarter. Continued weakness in global...
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Taiwan Short Interest - Long Realtek (2379), Short Macronix (2337)
Total short notional in Taiwan stocks is TWD 261,449 mm (~US$8.45 bn) as of 4 October.Over the fortnight, the largest short positions were put on...
374 Views