A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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Supply-Chain Deforestation Laws as a New and Growing Source of Transition Risk
New deforestation and forest-risk commodity regulations are poppoing up around the world, and they are unlike any prior climate regulations. Big...
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Insights from Datamining Technical Publications - Cosmetics
The beauty industry - where innovation can be real and driven by science, but sometimes just cosmetic to just change the perception
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FSN E-Commerce (Nykaa) IPO - Beauty Showing Signs of Improvement but Its Too Expensive for Our Taste
FSN E-commerce (Nykaa) aims to raise around US$720m in its Indian IPO. In this note, we will look at the recent updates and valuation.
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
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