Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Nanofilm Technologies IPO: Valuation Insights
Nanofilm will raise proceeds of S$470 million ($346 million) with primary/secondary spilt of 42.5%/57.5%. Our valuation analysis suggests that the...
1.4k Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
342 Views
The Fate of the Globalization Post COVID-19?
In this insight, we discuss the fate of the globalization post COVID-19.The key thesis of this insight is that as a result of COVID-19, there will...
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Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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