Vermilion Int'l Compass: Global Equity Strategy

Cautiously Optimistic Following Downtrend Reversals The bear market rally that we were on watch for started shortly after we sent out last week's Int'l Compass (May 26), confirmed by the bullish reversals on the DAX, Hang Seng, MSCI China (MCHI-US), and China Internet (KWEB-US). Time will tell as to whether it is just another bear market rally, or if indexes are able to make a higher low and start a new bull market. Either way, it is a start. In today's report we highlight attractive ideas from...