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2025 High Conviction Ideas

2025 High Conviction Ideas
High Conviction Ideas going into 2025

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16 Feb 2025 23:06

2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2

With the HSI (22,700)and the HSTech index (5,500) hitting resistance levels, we would sell SOME here. We will likely go higher but may not go...

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bullishDiDi Global
13 Feb 2025 04:02

2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits

Didi Global traded in the US under ticker (DIDIY) is showing a strong technical pattern as it crosses its long term resistance of $5. Price action...

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22 Dec 2024 21:55

2025 High Conviction: DFI Retail - Churning Free Cash by Turning the Right Levers

​DFI Retail is overcoming challenges with strategic shifts and cost reductions. With an attractive dividend yield, strong cash flow, and earnings...

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20 Dec 2024 08:47

Asian Equities: 2025 High Conviction – Five Themes, Five Top Picks

​2025 may be tricky for Asian equity with "Trump turmoil", slower Fed, strong Dollar. AI boom would help. Ditto China's consumption focus & India's...

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bullishBitcoin
19 Dec 2024 03:43

2025 High Conviction: Bitcoin Long - New All-Time Highs on the Horizon

Forecasting Bitcoin’s Next Bull Run: How Global Liquidity, Institutional Demand, and Key Market Cycles Point to a $240K Target by 2025

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