U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
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Google-Fitbit Deal to Face Significant Antitrust Scrutiny
Following a month of market speculation, Fitbit Inc A (FIT US) and Alphabet Inc Cl C (GOOG US) announced on November 1st that they had reached a...
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Huami Offering: Forming an Orderly Queue
Huami Corp (HMI US) filed for a potential $150 million public offering without presenting any details on the new ADS being offered. Also, certain...
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Huami IPO Valuation: Priced to Reflect Low Earnings Quality
Huami is a wearable device company backed by its largest customer Xiaomi, a 20.4% shareholder. On Friday, it announced its IPO price range of...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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