India Channel Insight | Zomato, AU Bank, Johnson Hitachi, Nilkamal, Makemytrip
This channel insight focuses on ZOM IN, AUBANK IN, JCHAC IN, NILK IN and MMYT US. States, where our channels were based, include- West Bengal,...
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U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
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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...
183 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
338 Views
AGM DiSa (DISA SP): Still Waiting for Explosive Growth Phase; Remains Story Stock to Watch
Yesterday we attended the AGM of DiSa (DISA SP). Shares have dropped 50% YTD and the market cap is now only 22M SGD, barely above its net cash...
548 Views