Caution Warranted; ACWI-US At $93 Resistance; Buys in Communications, Staples, Materials, Financials
With the MSCI $ACWI approaching the top-end of our expected 2023 trading range at $93, we see limited upside from here and believe caution is...
489 Views
MSCI ACWI Uptrend Break; Defensives to Shine; Ideas in Staples, Health Care, Telecomm, Utilities
$93 on $ACWI has proven to be rock-solid resistance, and it now displays a 4.5-month uptrend violation signaling the pullback has officially begun....
394 Views
Kirin Completes the Sale of Lion Dairy and Drinks Business Amidst Pressure from Activist Investor
On 25th November 2019, Japanese beverage company Kirin Holdings, reported that they entered into an agreement with China Mengniu Dairy Company...
465 Views
Major Indexes Testing Support & Vulnerable to Further Weakness
Most major indexes are currently trading at the lower end of their May trading ranges. Barring improving headlines regarding tariffs & trade or...
638 Views
Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
615 Views