BOJ Buying to Focus on TOPIX ETFs: Big Headline, Smaller Impact
The BOJ will only buy ETFs linked to the TOPIX going forward. While this makes for a big headline, the impact on the stocks is much more muted....
431 Views
Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
290 Views
Asia Short Interest: Kuaishou, HKEX, SHK, Anta, Nexon, Toshiba, Toyo Tire, HIS, Hynix, TSMC, UMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
359 Views
Asia Short Interest: Lenovo, AIA, Nongfu, Wuxi Bio, Toshiba, Freee, Canon, Samsung, Celltrion, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
241 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
284 Views