MSCI ACWI and EAFE Testing 1.5-Month Downtrends; Remain OW EU; Buys in Leading Sectors on Pullbacks
Pullback in global equities continues with MSCI $ACWI testing 1.5-month downtrend resistance as $STOXX Europe 50 tests 3800-3840 resistance....
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Hang Seng and MSCI China Bottoming -- Add; Europe Still Leading; Shift From U.S. To Non-U.S.
We remain neutral on global equities $ACWI and expect rangebound price action in the months (possibly year) ahead. Specific $ACWI trading range we...
498 Views
Remgro/Mediclinic: Healthier Offer
In a nutshell, this deal may be about an opportunistic buy-and-hold acquisition by both Remgro (which will increase its stake by c. 5%) and MSC,...
238 Views
Vivendi: IPO of UMG Late '21 to Benefit Tencent; Still Watching 17/02/22 For Final Bollore Fireworks
Vivendi popped 19.6% as plans for a listing of UMG on the Amsterdam exchange were announced. With Vincent Bollore's retirement coming up, expect...
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Vivendi (VIV FP Equity): All About UMG. Bet on Vincent Bollore to Create Maximum Value by 17/02/22
Vivendi SA (VIV FP) just posted another strong set of 3Q results which highlight the attractiveness of UMG, the company's crown jewel. UMG saw YoY...
444 Views