Lowball Offers by Minerals Technologies
Elementis trades at a 20% discount to Diversifieds' peers. Recommendation is LONG TP 169p (average of NTM EBITDA median implied equity value and...
EM Remains In Favor; Shanghai Comp Breaking Out
Geopolitical concerns aside, a weakening US dollar (DXY) continues to be a major tailwind for both EM equities and the commodity Sectors. Improving...
Global Equity Strategy: The Pause that Refreshes?
We continue to believe the weight of the evidence points to a new leg higher for global equities, a viewpoint that is supported by the several...
Increasingly active
The new executive team has set out its stall and taken a visible, significant step towards executing a vigorous strategy of active portfolio...
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