Crystal Shore Dashboards
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Crystal Shore Dashboards
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
India and Indonesia both looking good. China, Taiwan and South Korea all range-bound. Reliance Industries upgraded.
2 May 2023
Crystal Shore Dashboards
2 May 2023
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
India and Indonesia both looking good. China, Taiwan and South Korea all range-bound. Reliance Industries upgraded.
Crystal Shore Dashboards
Long-Short on 44 Commodity Markets
In spite of the big market moves, most Commodity indices are currently flat YTD. Looking at individual commodities, there have actually been more opportunities on the short side. Just 3 standout performers on the long side: Orange Juice (+46%), Robus...
17 Apr 2023
Crystal Shore Dashboards
17 Apr 2023
Long-Short on 44 Commodity Markets
In spite of the big market moves, most Commodity indices are currently flat YTD. Looking at individual commodities, there have actually been more opportunities on the short side. Just 3 standout performers on the long side: Orange Juice (+46%), Robus...
Crystal Shore Dashboards
570 Mid-Cap EM Stocks: we rate them all
570 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
29 Mar 2023
Crystal Shore Dashboards
29 Mar 2023
570 Mid-Cap EM Stocks: we rate them all
570 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
Crystal Shore Dashboards
570 Mid-Cap EM Stocks: we rate them all.
570 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
27 Feb 2023
Crystal Shore Dashboards
27 Feb 2023
570 Mid-Cap EM Stocks: we rate them all.
570 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
Crystal Shore Dashboards
Samsung Electronics: High Risk of Capital Loss Going Forward
Samsung Electronics, Taiwan Semi, Tencent Holdings, Alibaba, Reliance...They're all here. And they're all risk-rated. The GTL Dashboard covers 600 Large-Cap Emerging Market stocks.
20 Feb 2023
Crystal Shore Dashboards
20 Feb 2023
Samsung Electronics: High Risk of Capital Loss Going Forward
Samsung Electronics, Taiwan Semi, Tencent Holdings, Alibaba, Reliance...They're all here. And they're all risk-rated. The GTL Dashboard covers 600 Large-Cap Emerging Market stocks.
Crystal Shore Dashboards
A Global Macro Roadmap for Emerging Market Equities
Sharp divergences between the Emerging regions. Emerging Asia and Eastern Europe well positioned. Arabia and Africa facing significant risks.
14 Feb 2023
Crystal Shore Dashboards
14 Feb 2023
A Global Macro Roadmap for Emerging Market Equities
Sharp divergences between the Emerging regions. Emerging Asia and Eastern Europe well positioned. Arabia and Africa facing significant risks.
Crystal Shore Dashboards
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We upgrade Taiwan Semi and Samsung Electronics. On a market level, Pakistan all RED (HIGH RISK) as the odd man out. All other Asian Emerging Markets solidly in the GREEN (LOW RISK).
6 Feb 2023
Crystal Shore Dashboards
6 Feb 2023
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We upgrade Taiwan Semi and Samsung Electronics. On a market level, Pakistan all RED (HIGH RISK) as the odd man out. All other Asian Emerging Markets solidly in the GREEN (LOW RISK).
Crystal Shore Dashboards
BREAKING: Energy prices look to have bottomed
We go LONG Crude Oil and Gasoline. We go LONG Gasoil. We go LONG Heating Oil.
23 Jan 2023
Crystal Shore Dashboards
23 Jan 2023
BREAKING: Energy prices look to have bottomed
We go LONG Crude Oil and Gasoline. We go LONG Gasoil. We go LONG Heating Oil.
Crystal Shore Dashboards
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
Positive on the biggest Asian markets (China, Taiwan, South Korea, India, Thailand and Malaysia). Negative on the smaller Asian markets (Indonesia, Vietnam and Pakistan). Positive on Taiwan Semi. Negative on Samsung Electronics.
16 Jan 2023
Crystal Shore Dashboards
16 Jan 2023
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
Positive on the biggest Asian markets (China, Taiwan, South Korea, India, Thailand and Malaysia). Negative on the smaller Asian markets (Indonesia, Vietnam and Pakistan). Positive on Taiwan Semi. Negative on Samsung Electronics.
Crystal Shore Dashboards
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
9 Jan 2023
Crystal Shore Dashboards
9 Jan 2023
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
Crystal Shore Dashboards
619 Large-Cap EM Stocks: we rate them all.
The GTL Dashboard delivers BUY/SELL recommendations on 619 Large-Cap MSCI Emerging Markets stocks. Taiwan Semi, Samsung Electronics, Tencent Holdings, Alibaba, Reliance… They’re all here. And they’re all rated. Less risk. More return.
19 Dec 2022
Crystal Shore Dashboards
19 Dec 2022
619 Large-Cap EM Stocks: we rate them all.
The GTL Dashboard delivers BUY/SELL recommendations on 619 Large-Cap MSCI Emerging Markets stocks. Taiwan Semi, Samsung Electronics, Tencent Holdings, Alibaba, Reliance… They’re all here. And they’re all rated. Less risk. More return.
Crystal Shore Dashboards
A Global Macro Roadmap for Emerging Market Equities
Bullish on Turkey for 20 straight weeks now. Negative on Brazil, Mexico and Saudi Arabia. Rating the Top 10 Emerging Market Stocks.
14 Dec 2022
Crystal Shore Dashboards
14 Dec 2022
A Global Macro Roadmap for Emerging Market Equities
Bullish on Turkey for 20 straight weeks now. Negative on Brazil, Mexico and Saudi Arabia. Rating the Top 10 Emerging Market Stocks.
Crystal Shore Dashboards
EMC2: A Weekly Checklist for Emerging Market Money Managers
China Upgraded. EM Mega-Caps looking Strong. Shorting Coal.
6 Dec 2022
Crystal Shore Dashboards
6 Dec 2022
EMC2: A Weekly Checklist for Emerging Market Money Managers
China Upgraded. EM Mega-Caps looking Strong. Shorting Coal.
Crystal Shore Dashboards
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We are positive: on Taiwan, Malaysia and the Philippines, all upgraded this week. But we remain negative: on China, where we still see a high risk of capital loss going forward. We believe: in Taiwan Semi, which we have upgraded this week along with...
28 Nov 2022
Crystal Shore Dashboards
28 Nov 2022
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We are positive: on Taiwan, Malaysia and the Philippines, all upgraded this week. But we remain negative: on China, where we still see a high risk of capital loss going forward. We believe: in Taiwan Semi, which we have upgraded this week along with...
Crystal Shore Dashboards
Long-Short Positions on 44 Commodity Markets
It’s been a wild year for Commodity markets. And the year’s not over. Should you be LONG? Should you be SHORT? Or should you just be OUT of the market? We provide point-to-point answers to these questions on (almost) every single Commodity market.
21 Nov 2022
Crystal Shore Dashboards
21 Nov 2022
Long-Short Positions on 44 Commodity Markets
It’s been a wild year for Commodity markets. And the year’s not over. Should you be LONG? Should you be SHORT? Or should you just be OUT of the market? We provide point-to-point answers to these questions on (almost) every single Commodity market.
Crystal Shore Dashboards
Our Top 10 Large-Cap Stocks vs. MSCI Emerging Markets
In GTA Large-Cap, we cover Global Emerging Markets with just 10 single stocks. Our top two outperformers are Adani Enterprises (+65%) and Coal India (+21%). Our bottom two underperformers are Centrais Eletricas Brasileiras (-11%) and Indofood Tata Co...
15 Nov 2022
Crystal Shore Dashboards
15 Nov 2022
Our Top 10 Large-Cap Stocks vs. MSCI Emerging Markets
In GTA Large-Cap, we cover Global Emerging Markets with just 10 single stocks. Our top two outperformers are Adani Enterprises (+65%) and Coal India (+21%). Our bottom two underperformers are Centrais Eletricas Brasileiras (-11%) and Indofood Tata Co...
Crystal Shore Dashboards
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
14 Nov 2022
Crystal Shore Dashboards
14 Nov 2022
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
Crystal Shore Dashboards
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
7 Nov 2022
Crystal Shore Dashboards
7 Nov 2022
617 Mid-Cap EM Stocks: we rate them all.
617 Mid-Cap Emerging Market stocks. We rate every single one as a Buy or a Sell. Alpha generation: our Buys outperform our Sells by a very big margin.
Crystal Shore Dashboards
619 Large-Cap EM Stocks: We rate them all
ICICI Bank is now one of the 10 biggest companies (by market cap) in the Emerging Markets universe. It is also the only the company among these 10 biggest names that we currently recommend as a Buy. ICICI Bank is just one of 619 Large-Cap companies t...
31 Oct 2022
Crystal Shore Dashboards
31 Oct 2022
619 Large-Cap EM Stocks: We rate them all
ICICI Bank is now one of the 10 biggest companies (by market cap) in the Emerging Markets universe. It is also the only the company among these 10 biggest names that we currently recommend as a Buy. ICICI Bank is just one of 619 Large-Cap companies t...
Crystal Shore Dashboards
A Global Macro Roadmap for Emerging Market Equities
LATIN AMERICA is upgraded on the back of an improving BRAZIL. INDONESIA is downgraded. Leaving INDIA as the only attractive major emerging market in Asia.
24 Oct 2022
Crystal Shore Dashboards
24 Oct 2022
A Global Macro Roadmap for Emerging Market Equities
LATIN AMERICA is upgraded on the back of an improving BRAZIL. INDONESIA is downgraded. Leaving INDIA as the only attractive major emerging market in Asia.
Crystal Shore Dashboards
EMC2: A Weekly Smackdown of Emerging Markets & Commodities
CHINA stock market: time to BUY or better to stay OUT? Rating the 10 BIGGEST Emerging Market companies: how many are worth buying today? CRUDE OIL: should we be LONG or SHORT following the OPEC+ meeting?
17 Oct 2022
Crystal Shore Dashboards
17 Oct 2022
EMC2: A Weekly Smackdown of Emerging Markets & Commodities
CHINA stock market: time to BUY or better to stay OUT? Rating the 10 BIGGEST Emerging Market companies: how many are worth buying today? CRUDE OIL: should we be LONG or SHORT following the OPEC+ meeting?
Crystal Shore Dashboards
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We are positive: on just 3 Asian Emerging Markets. We are negative: on the remaining 7 Asian markets. We believe: in the following 10 Asian single stocks.
10 Oct 2022
Crystal Shore Dashboards
10 Oct 2022
Asia Emerging Markets: Top-Down Macro and Bottom-Up Micro
We are positive: on just 3 Asian Emerging Markets. We are negative: on the remaining 7 Asian markets. We believe: in the following 10 Asian single stocks.
Crystal Shore Dashboards
Long-Short Positions on 44 Commodity Markets
It's been a wild year for Commodity markets. And the year's not over. Should you be LONG? Should you be SHORT? Or should you just be OUT of the market? We provide point-to-point answers to these questions on (almost) every single Commodity market.
3 Oct 2022
Crystal Shore Dashboards
3 Oct 2022
Long-Short Positions on 44 Commodity Markets
It's been a wild year for Commodity markets. And the year's not over. Should you be LONG? Should you be SHORT? Or should you just be OUT of the market? We provide point-to-point answers to these questions on (almost) every single Commodity market.
Crystal Shore Dashboards
Our Top 10 Stocks vs MSCI Emerging Markets
In GTA All-Cap, we cover Global Emerging Markets with just 10 single stocks. Our top two outperformers are United Tractors (+41%) and Jubilant Foodworks (+12%). Our bottom two underperformers are Qatar Gas Transport Company (-7.5%) and Indofood Sukse...
26 Sep 2022
Crystal Shore Dashboards
26 Sep 2022
Our Top 10 Stocks vs MSCI Emerging Markets
In GTA All-Cap, we cover Global Emerging Markets with just 10 single stocks. Our top two outperformers are United Tractors (+41%) and Jubilant Foodworks (+12%). Our bottom two underperformers are Qatar Gas Transport Company (-7.5%) and Indofood Sukse...
Crystal Shore Dashboards
A Global Macro Roadmap for Emerging Market Equities
Which Emerging Markets are currently attractive? And which Emerging Markets should be avoided altogether? We answer these questions for every single emerging country, from Argentina to Vietnam and Brazil to South Africa.
19 Sep 2022
Crystal Shore Dashboards
19 Sep 2022
A Global Macro Roadmap for Emerging Market Equities
Which Emerging Markets are currently attractive? And which Emerging Markets should be avoided altogether? We answer these questions for every single emerging country, from Argentina to Vietnam and Brazil to South Africa.
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Crystal Shore Dashboards
We take the risk out of Emerging Market investing
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Crystal Shore Dashboards delivers ‘mission critical’ risk data across the complete EM equity universe, generating weekly buy/sell recommendations on 34 Emerging countries, the five big EM regions and 1,236 large- and mid-cap EM stocks.
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