U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
564 Views
Silverlake Axis (SILV SP): 2Q19 Results Again Confirm New 3-Year Growth Cycle; HNA Overhang Removed
Silverlake Axis (SILV SP) published 2Q19 results which again confirmed that the long-anticipated rise in revenues (+20% YoY) and profits (+99% YoY)...
562 Views
Silverlake Axis: Trading Lower than After Short Seller Attack in '15; Business Upcycle Coming in '19
Silverlake Axis (SILV SP) had a short-seller attack in 2015 which dropped the shares from over 1 SGD to 0.43 SGD in a short time. Following a...
717 Views
USD Breakout; Foreign Markets Reeling
Turmoil in Turkey and a collapsing lira has led to a breakout in the USD and global equity market weakness. Emerging and developed markets outside...
488 Views
Global Strategy: Opportunities Within Mobile Payments, Metals & Mining, and Utilities
We believe the secular mobile payments theme has room to run, and we expect related stocks to continue outperforming... see pages 2-4 for...
347 Views