Still Bearish, But On Watch for Bear Market Rally; Buying Toshiba 6502-JP, Defensive Sectors
The $DAX and Hang Seng are reversing their downtrends while China $MCHI and China Internet $KWEB are currently testing their respective multi-month...
565 Views
BHP Unification A Done Deal - Now for the BIG FLOWS
BHP Unification is now decided. The flows are mostly known. But they are big. The more interesting flows may be on the funding trade in AU to sell...
578 Views
Helios Towers IPO (Part II): Attractive at the Lower End of the IPO Range
Helios Towers Ltd (HET UK) (HT) is a leading independent mobile tower operator in Africa. HT has filed for an IPO in the London Stock Exchange...
407 Views
India Reform - Moving In The Right Direction
The reform agenda is fast, and in the right direction. Corporate tax reforms and the restructuring the public sector banks together with the...
451 Views
India: Modi Springs in Action
With the growth rate fast veering towards the dreaded “Hindu’ growth rate of 4.5%, the norm for India for decades after the independence, Indian...
450 Views