Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
414 Views
Sector Capsule: Baby Food in China
Current value sales grow by 9% in 2017 to reach CNY146.3 billion The second-child policy as well as greater supervision by the government greatly...
168 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
483 Views
Spectranetics Nearing Expected FDA Approval of Stellarex
Spectranetics Corp. is expected to receive Food and Drug Administration approval this summer for its drug-coated balloon catheter used to treat...
310 Views
Eris Lifesciences: Ask Some Questions, Take the Deal
Eris Lifesciences Limited (0113824Z IN) is an India-focused pharmaceutical company that produces and markets branded generic drugs. The company...
539 Views