Market Goes Short Industrials; Covers Consumer Discretionary and Consumer Staples Names
The short notional in the market for the data released 14 April is US$34.07bn (up by US$78mm excluding FX movements and ETFs) with the largest...
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CrossASEAN Strategy - Small-Cap Quicksand Creates Opportunity
Small-Caps in Indonesia have had a rough time of it over the past six months or so, and not necessarily because of deteriorating fundamentals. The...
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Global Equity Strategy: Global Equities Beginning a New Leg Higher
Global equities are now breaking out to new highs amid positive technical developments -- something we noted was increasingly likely in last week’s...
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Mitsubishi Corp Buyback - Bigger Than It Appears
Today, along with an earnings announcement and a plan to inject significant capital into Chiyoda Corp (6366 JP) (which on Tuesday announced a...
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M&A: A Round-Up of Deals in January 2019
For the month of January, seventeen new deals were discussed on Smartkarma with an overall deal size of US$91bn, with ~81% of that figure from the...
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