Defensives Worthy of a Tactical Overweight; Buys in Global Health Care, Gold Miners, and Utilities
We have recommended shifting to defensives throughout Feb/March due to our belief that $93 will cap upside on $ACWI. We highlight buys within...
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The Potential Bed Shortage in the U.S. Hospitals & Why Did GIC Buy a Big Stake in Zinus?
Zinus is the #1 player in the online mattress sales in the U.S. On 11 March, it was reported that GIC acquired 0.72 million of Zinus shares,...
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