Remain Overweight Europe/UK & Non-US Equities; Pullback Over?; Buys in Industrials and Financials
Remain overweight Europe/UK and non-US equities; we are buyers on pullbacks as long as the FTSE 100 is above 7700, the STOXX Europe 50 is above...
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Nikkei 225 Rebalance Day - Shinsei Dip Chance?
Nikkei 225 Rebalance Day. Shinsei Out. ORIX In. Shinsei hasn't fallen in preparation but Orix is up strongly vs Peers in the period. There are two...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
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Last Week in Event SPACE: Nippon Suisan, M1, Alpine, Spring REIT, Asahi Intecc, Sinotrans Shipping
Last Week in Event SPACE ... Better than expected trial results for Amarin (AMRN US)'s Vascepa is positive for Nippon Suisan Kaisha (1332 JP) Two...
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Fuyo General Lease Tender For Accretive (8423) - Done Before It Starts
Just under two years ago, Fuyo General Lease (8424 JP) launched a partial tender offer to purchase 51% of Accretive (8423 JP), which at the time...
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