US Earnings Momentum Weak as Greek Saga Resumes
Despite the record highs for US indices, most EM currencies have regained USD levels seen pre-election as volatility subsides and carry trades...
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Japan's Aggregate OP up 3% in the First Part of 3Q Earnings Season.....
With approx. 200 names already reporting 3Q numbers. We looked at the Market and Sector numbers to see who is best positioned to beat full-year...
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Imperial Tobacco Follows the Well Trodden Path to China
Britain's Imperial Brands has formed a joint venture with state-owned China National Tobacco (CNTC) following in the footsteps of PMI and BAT...
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Consequence of BAT's Full Acquisition of Reynolds Can Scarcely Be Overstated
Despite recent whispers of an impasse in negotiations (revolving around the valuation of Reynolds’ next generation product portfolio), in a joint...
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US Policy Focus Shifts to Closing Trade Deficit…
· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...
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