MSCI EM Improving; Buys in Value & Large-Cap EM; Remain Overweight Japan, India, Taiwan, and Greece
MSCI EM Improving; Buys in Value & Large-Cap EM $TSM #Samsung $BABA; Remain Overweight Japan, India, Taiwan, and Greece. $ACWI break above $93 and...
490 Views
Codan (CDA AU): Balancing Defence And Accelerated Preparedness
I don't believe the Defence Strategic Review will have any material bearing on Codan. Valuation-wise, Codan doesn't strike me as overly cheap. For...
301 Views
Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
499 Views
Koito Acquires Stake in BrightWay Vision (BWV): BWV’s AGIT to Support ADAS Aims
On Wednesday (26th June 2019), Koito Manufacturing (7276 JP) announced that it had acquired a 36.2% stake in BrightWay Vision (BWV) for USD24m. The...
543 Views
S&P 500 Bullish but Extended; Downgrading Financials
The S&P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the...
416 Views
No more insights