13 Nov 2020
Long EM vs US remains one of Vanda’s highest conviction trades.
For further information about this research publication contact us at sales@vanda.com.
All articles
Vanda Risk Update: Buy Taiwan/Korea Tech If Unconvinced About Value Rotation
13 Nov 2020 Long EM vs US remains one of Vanda’s highest conviction trades. For further information about this research publication contact us at sales@van
Vanda Research Limited
- Published
- Updated
- Read
- 1 min
All articles
Vanda Research Limited is an appointed representative of Expert Analysis Group Ltd which is authorised and regulated by the Financial Conduct Authority.
US midterms: The model, the markets and what comes next.
Watch Wouter Jongbloed explore Vanda’s US midterms election model, market implications and geopolitical risks using Thematic Dossiers on Vanda Analytics.
Vanda Research · 1 min
US midterms: a Democratic wave, but how far?
Vanda’s 2026 US midterms model favours Democrats taking the House. Explore why Senate control remains uncertain and how voter turnout could shape results
Vanda Research · 2 min
France's OAT Stress: Fast Money Has Moved. Will Real Money Follow?
Leveraged RV unwinds amplified the OAT sell-off. With fast money largely out, will real-money investors keep financing France? Vanda’s analysis.
Vanda Research · 5 min