Developed International Equity Strategy: Favor EAFE over EM
We highlight attractive and actionable themes within developed international markets, including actionable set-ups across among: Non-bank...
427 Views
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
401 Views
China Feihe IPO: Right Formula for Growth but There Could Be Risks
China Feihe (FEIHE HK), the largest domestic Infant Milk Formula (IMF) maker in China with a market share of 8.6% (in 2017) has filed for an IPO on...
885 Views
China Feihe IPO Preview: The Winning Formula?
China Feihe (FEIHE HK) is the leading player in the China IMF (infant milk formula) market as measured by retail sales value in 2018, according to...
620 Views
U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
450 Views