Pullback Complete?; Commodities Heading Lower; Buying Growth/Cyclicals & A Few Utilities
Signs suggest this pullback may have run its course, as several global market indexes & Sectors appear to be making a higher low near logical...
427 Views
Major Stock Swap Between Hyundai Motor Group and KT Corp
On 7 September, Hyundai Motor Group announced a major stock swap with KT Corp (030200 KS) worth about 750 billion won, which is likely to have a...
317 Views
Initial Thoughts on the Porsche IPO
Porsche is getting ready for an IPO to be completed by the end of this year. The expected valuation of the Porsche IPO is 60 billion to 85 billion...
430 Views
GEM Weekly (2 Sep 2022): China PMI, India GDP, South Korea CPI; Tencent, Hyundai, NetEase, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
239 Views
Pullback Continues; Japan & India Remain Attractive
Stick with Japan & India. $ACWI bounce at $86 would be ideal for the bullish case (i.e., establishing a higher low), but we could easily see a test...
333 Views