ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
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Tech M&A Targets
In this report, we predict which technology companies will be targeted over the next two years, who is likely to acquire them and why.Some of the...
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58.com, China's Online Classifieds Leader
58.Com Inc (WUBA US) is China’s leading online classified advertising platform and is backed by industry heavyweights Tencent (700 HK) directly and...
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Commercial EVs and Autonomous Vehicles in China: Pace of Adoption May Surprise (Part 1 of 3)
Chinese commercial fleets feature characteristics that will make the mass adoption of electric vehicles (EVs) surprisingly rapid -- provided the...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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