What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
174 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
300 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
315 Views
ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
362 Views
NTT: Thoughts About Further Buybacks
The previous Insight on NTT (9432 JP) approximately 6 weeks ago after Q1 earnings discussed the beat in expectations based on an acceleration of...
267 Views