Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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Bombardier: Flying on Fumes
Bombardier is our North American poster child for creative accounting. It scores very badly on each of our Governance, Accounting risk and Peer...
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Toray (3402) Falsifies Tire Cord Data--Buying Opportunity
Toray's stock was down -5.3% today on its revelation that it falsified data on its tire cord products sold to tire makers and auto parts suppliers....
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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