U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Worldpay / Vantiv: Counterbid Feasibility for Worldpay and Vantiv
The most likely outcome, by far, is that the Worldpay / Vantiv deal completes as anticipated. Notable nuances that may have the potential to...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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Japan - Can It Get Its Tech Mojo Back with Fintech?
One of several interesting questions from SmartKarma's UK office opening...
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Bank Rakyat Indonesia: A Gold Standard in Micro Loans Lending
A conference call with IR of Bank Rakyat Indonesia Perser (BBRI IJ) reveals plenty of room for loan growth in the next few years. BBRI is a gold...
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