U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
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TMT Weekly: 3 Things that Stood Out The Week of 6/12/2020
This week we highlight Snapchat's platform ambitions, the rebound in social media ad dollars, and the conclusion (?) of the Grubhub deal...
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Bharti Airtel (BHARTI IN) | Your New Consumer Staple?
A blockbuster Q4 and industry-leading operating parameters further strengthen our stance on Bharti Airtel (BHARTI IN) as a prefered Indian telecom...
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FAANG Splinters - Weak and Strong Pullback Targets
US big tech is the last pillar of real support in the US and a core driver for the global cycle. Today we delve into the strong horses and the...
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