Japanese Telcos: What to Look for in 2019. Earnings May Surprise on the Upside.
The Japanese telecom market was more volatile in 2018 than anticipated. However, Chris Hoare remains broadly positive on the sector for 2019. While...
594 Views
Weekly Oil Views: Crude Remains at the Mercy of Fickle Financial Markets
It has been anything but a happy start to 2019 for the stock markets, which remained under pressure as trading resumed in the new year. A clutch of...
662 Views
Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.4k Views
Beto’s Emergence: Pragmatic Policymaking Suddenly Seems Possible (Just 24 Short Months From Now)
As market scrutiny focuses on the short-term effects of current trends – i.e., slowing global growth, the US government shutdown and the Trump...
557 Views
Gold: Trade Agreement Could Change the Bullish Narrative
INVESTMENT VIEW:The same macro factors which knocked more than a third off Apple Inc (AAPL US)'s share price have lifted Gold (GOLD COMDTY) prices...
635 Views