Bullish Outlook Intact; Upgrading Brazil to Overweight; Buying Global Gold/Silver Miners + More Buys
Our bullish outlook on global equities $ACWI remains intact. We are also upgrading Brazil $EWZ to overweight. We continue to expect a rally into...
428 Views
EMEA Industrials: Global Consensus Overweight
Over the last 6-months, cash flows into EMEA Industrials have been among the highest across all sectors, with inflows of $1bn, more buyers than...
174 Views
Buy Japan On This Breakout ; TOPIX Breaking Out To 21-Year Highs; Actionable Theme: Growth Sectors
Japan (TOPIX, TOPIX Small) was a big focus for us last week, and it remains the focus in today's report; this could be the start of a broad-based...
176 Views
Softbank IPO: A 5% Dividend Yield Means Little if There Is No Risk Buffer
There has been a lot of coverage on this highly anticipated IPO by Smartkarma IPs.We provide our own perspectives on the IPO below.We focus on the...
734 Views
Havas / Vivendi - Left Pocket, Right Pocket. Groupe Bolloré's 60% Stake Sale to Vivendi
Vivendi Sa (VIV FP) has submitted an indicative offer to Groupe Bolloré to purchase the approximately 60% stake it owns in Havas SA (HAV FP) at a...
522 Views