Int'l Insights: Bullish Stocks
Remain Overweight South Korea and TaiwanWe remain bullish on EM with the 7-month uptrends intact on the MSCI Emerging Markets index (local currency) and EEM-US (USD). The latest pullback in November found support precisely at the uptrend, which is something we have been discussing and expecting for months. Supports to buy on EEM-US are at the uptrend (currently $53.60) and also the $51.80-$52.35 horizontal support level. The recent 2.5-month uptrend violation on the U.S. dollar (DXY) continues to support our bullish outlook on global and EM equities.
Below we highlight attractive and actionable themes within EM. On page 4 we include a table of all 90 stocks highlighted in this report.
EM Countries. As discussed in our weekly Int'l Compass reports, EM countries that we remain overweight include Taiwan and South Korea.; these continue to be our favorite countries to be buying now. We just downgraded China to market weight in our 12/4/25 Int'l Compass, following the 7.5-month
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.