Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
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Global Equity Strategy: Where to Hide Outside the U.S.
The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...
498 Views
EM and ACWI Showing Decisive Breakdowns - Metals & Miners Still Attractive
Global markets have deteriorated considerably over the past couple weeks. The MSCI EM index has decisively broken down below the 60,000 major...
244 Views
Auckland Airport Lands a Good Price on Sale of Australian Airports; Shares Remain Undervalued
We applaud wide-moat Auckland Intl Airport Ltd (AIA NZ)'s sale of its minority ownership in North Queensland Airports, or NQA, for AUD 370 million...
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Auckland Airport's Wide Moat and Attractive Valuation Makes It Our Preferred Pick Versus Sydney
We reiterate our narrow moat rating for Sydney Airport (SYD AU) and wide moat rating for Auckland Intl Airport Ltd (AIA NZ). We believe both enjoy...
175 Views