bullish
Keep High Equity Allocation | Global FVMR Strategy, Part 1 of 5
174 Views12 Jan 2018 17:33
Global FVMR Themes
Fundamentals – Fundamentals can remain strong
Valuation – Sustainable profit recovery does not come cheap
Momentum – EPS...
SUMMARY
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A. Stotz Investment Research
Quantamental Investing to beat Benchmarks
- Increase Exposure Across Asia and Emerging Europe | Global FVMR Strategy, Part 4 of 518 Jan 2018
- Slowly Reduce Developed Equity Exposure, Shift to Emerging | Global FVMR Strategy, Part 3 of 517 Jan 2018
- Demand Recovery Has More Room, Overweight Cyclicals | Global FVMR Strategy, Part 2 of 516 Jan 2018
- Shifting Market Frontiers: Asian Century (Asian Century Across Industries - Part 4)10 Jan 2018
- Asia Is the Place to Be, Strong Growth and Relatively Cheap | Asia Is the Place to Be, Part 3 of 316 Nov 2017
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