Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. In this report, we...
252 Views
Hankook TG Stock-Swap Merger with AtlasBX: A Likely Improvement in Holdco Discount
Hankook Tech Group announces a stock-swap merger with the subsidiary, AtlasBX. The arb spread isn't looking great at this point. But a likely...
607 Views
Hankook Tire Stub At -2.6σ with a 40% NAV Disc. Reversion Should Follow Here
Hankook Tire stub is at -2.6σ, the widest in a long time, with a 40% NAV discount. I expect a reversion at this level for three reasons.
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Global Equity Strategy: Bullish Outlook Intact
Read our complete International Strategy document to find detailed comments and recommendations for each of our 12 Sectors.
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