WestPac Banking – One Step Forward, Two Steps Back
WESTPAC BANKING: APRA Hits Westpac With Remediation For Risk Governance And New Zealand Liquidity Charges, While Allianz Buys Insurance Unit.
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Luckin Coffee – Bad Brew
* The Fraud: COO Liu and several others have been charged with inflating Luckin Coffee' s (LK.US) revenues beginning 2Q19 – at the point of the IPO...
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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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Developed Markets Chart Book: Europe in Focus
This report highlights actionable set ups from predominately European, developed markets, and is supportive of our view that Europe is bottoming, a...
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Opportunities in European & Japanese Equities
As global equity markets pull back amid the U.S./China tariff saga we continue to believe this is an attractive time to add exposure. This view is...
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