RRG Global Macro - US Fed Positive Outlook - Stocks Fall. Politics Take Over from Fundamentals
US: Stocks fall on political turmoil despite positive noises from the Fed with a dovish rate hike, a reduction in expected 2019 hikes and positive...
842 Views
Japan Telcos: Generally Positive After Recent Meetings in Tokyo.
We recently met NTT Docomo (9437 JP) NTT (Nippon Telegraph & Telephone) (9432 JP), KDDI (9433 JP), and Rakuten (4755 JP) in Tokyo. Softbank...
535 Views
DeNA (2432): Undervalued Internet Stock
Dena Co Ltd (2432 JP) used to be the GO-GO internet stock for both retail and institutional investors in Japan during the previous bull run before...
1.1k Views
Snippets #16: MINT's India Adventure, Consumption Stimulus Programs
In the most recent quarter, we find that this packet of five news flow/developments are the most interesting ones that don't quite merit a separate...
447 Views
G20 Game of Roulette: Where Will Trump-Xi Ball Land? + 2018 Holiday Season Conviction Shorts
From conversations with investors, we believe that the market strongly expects a “positive” outcome whereby the US agrees to freeze the trade...
430 Views