Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
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No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
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EMEA Technology Rotation
Global Managers move to their highest ever overweight in the EMEA Technology sector, having been at the forefront of a broader diversification away...
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STOXX Europe Indices: Constituent Changes and Trading Strategy December 2021
A discussion of the constituent changes for the STOXX Europe 600 Index and the EURO STOXX Index in the December 2021 Quarterly Index Review and...
419 Views
RIB Software Tender Offer from Schneider Electric
RIB Software AG (RIB GR) is an application software company that develops and markets planning and control software solutions to the building and...
354 Views