Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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Apple: Thoughts on Recent Share Price Rally
● Apple’s share price hit an all-time high of US$366.53 on 23rd June 2020. The company’s shares have gained 22% since the beginning of this year...
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China Internet Weekly (29Jun2020): BABA Food Delivery Worker Tested Positive, TCOM to Sell Food
A delivery worker of Alibaba (BABA)’s food delivery service, Ele.me, tested positive for coronavirus. Software revenues increased 4.2% YoY and...
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Xiaomi (1810): Overvalued and Lingering Overhang
Xiaomi Corp (1810 HK) share price has gone up around 10% in the past few days due to a couple of reasons namely re-rating from brokers, new product...
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SK Hynix: Strong Positioning Among Asia Ex-Japan Funds.
Ownership levels in SK Hynix are on the increase. Today's average weights and funds held % are at multi-year highs among Asia Ex-Japan active...
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