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2025 High Conviction Ideas
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2025 High Conviction Ideas
High Conviction Ideas going into 2025
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bullish
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Cross Asset Strategy
•
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...
Rikki Malik
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571 Views
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bullish
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DiDi Global
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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...
David Mudd
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1.1k Views
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bullish
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DFI Retail Group Holdings
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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...
Devi Subhakesan
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371 Views
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bullish
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Taiwan Semiconductor (TSMC)
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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...
Manishi Raychaudhuri
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bullish
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Bitcoin
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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
Christopher Rosa
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