Business Happenings in the Americas that May Be “Below the Radar” - Week Ending January 17, 2019
Highlights of significant recent happenings include: Substantive Deep Dive - Canada's BlackBerry Ltd (BB CN) seeks to be the go-to provider...
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Alibaba's India Game Plan - More than Meets the Eye; Investor Day Analysis (Part II)
Alibaba Group Holding (BABA US)'s unsaid India game plan - Actions speak louder than words. We put together Alibaba Group Holding (BABA US)'s...
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U.S. Equity Strategy: Financials Struggling, Tech and Energy Leading
Financials, especially the large-cap brokers have suffered severe pullbacks recently. If these stocks cannot sustain a reversal in the next few...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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Emerging Markets Have the Most to Lose from the New ‘Cool War’
As I suggested in the 2018 Outlook report published in December (Global Equities: China, Technology and Politics to Dominate 2018), the escalation...
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